Colton Marshall Lowery

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-10-15
TX	RA	APPROVED	2024-10-15

Branch Locations

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

Organization	City	State	From	To
University Of Tennessee	Chattanooga	TN	08/2016	12/2020
Equitable Advisors, Llc / George Financial	New York	NY	05/2021	12/2022
Unemployed	Chattanooga	TN	01/2021	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	12/2022	09/2024
Broad Street Restaurant Group Inc	Chattanooga	TN	05/2018	01/2019
University Of Tennessee At Chattanooga	Chattanooga	TN	02/2019	06/2021
Clydes Inc	Chattanooga	TN	04/2019	05/2019
Puckett's Grocery And Restaurant	Chattanooga	TN	11/2019	07/2020
Chilli's	Chattanooga	TN	02/2019	04/2019
Mayan Kitchen	Chattanooga	TN	10/2016	12/2018
Bellhops Inc	Chattanooga	TN	05/2017	08/2020
Bank Of America, N.A.	Nashville	TN	02/2023	09/2024
Morgan Stanley	Nashville	TN	10/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	10/2024	Present

08/2016 → 12/2020

University Of Tennessee

Chattanooga, TN
05/2021 → 12/2022

Equitable Advisors, Llc / George Financial

New York, NY
01/2021 → 05/2021

Unemployed

Chattanooga, TN
12/2022 → 09/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
05/2018 → 01/2019

Broad Street Restaurant Group Inc

Chattanooga, TN
02/2019 → 06/2021

University Of Tennessee At Chattanooga

Chattanooga, TN
04/2019 → 05/2019

Clydes Inc

Chattanooga, TN
11/2019 → 07/2020

Puckett's Grocery And Restaurant

Chattanooga, TN
02/2019 → 04/2019

Chilli's

Chattanooga, TN
10/2016 → 12/2018

Mayan Kitchen

Chattanooga, TN
05/2017 → 08/2020

Bellhops Inc

Chattanooga, TN
02/2023 → 09/2024

Bank Of America, N.A.

Nashville, TN
10/2024 → Present

Morgan Stanley

Nashville, TN
10/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-17

Other Firms