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Trey R Wilkes

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-17
NJ RA APPROVED 2022-08-17
NY RA APPROVED 2022-08-15
  • TX RA
    APPROVED
    Since 2024-01-17
  • NJ RA
    APPROVED
    Since 2022-08-17
  • NY RA
    APPROVED
    Since 2022-08-15

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boston MA 07/2022 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2021 05/2022
Morgan Stanley Purchase NY 06/2021 08/2021
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2020 05/2021
Fidelity Investments Boston MA 06/2020 07/2020
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 05/2020
Five Star Senior Living Newton MA 05/2019 08/2019
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2018 05/2019
Five Star Senior Living Newton MA 06/2018 08/2018
Walpole High School Walpole MA 09/2017 06/2018
Walpole High School Walpole MA 09/2016 06/2017
  • 07/2022 → Present
    Morgan Stanley
    Boston, MA
  • 08/2021 → 05/2022
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2021 → 08/2021
    Morgan Stanley
    Purchase, NY
  • 08/2020 → 05/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2020 → 07/2020
    Fidelity Investments
    Boston, MA
  • 08/2019 → 05/2020
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 05/2019 → 08/2019
    Five Star Senior Living
    Newton, MA
  • 08/2018 → 05/2019
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2018 → 08/2018
    Five Star Senior Living
    Newton, MA
  • 09/2017 → 06/2018
    Walpole High School
    Walpole, MA
  • 09/2016 → 06/2017
    Walpole High School
    Walpole, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15

View on SEC IAPD

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