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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-29
NH RA APPROVED 2022-01-14
  • TX RA
    APPROVED_RES
    Since 2024-02-29
  • NH RA
    APPROVED
    Since 2022-01-14

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
Pruco Securities Llc Bedford NH 04/2021 12/2021
Quick Promotions. Inc Flushing NY 01/2018 Present
Morgan Stanley Boston MA 12/2021 Present
Educationlink.LLc Arlington MA 01/2016 12/2021
Morgan Stanley Private Bank, N.A New York NY 02/2022 Present
  • 04/2021 → 12/2021
    Pruco Securities Llc
    Bedford, NH
  • 01/2018 → Present
    Quick Promotions. Inc
    Flushing, NY
  • 12/2021 → Present
    Boston, MA
  • 01/2016 → 12/2021
    Educationlink.LLc
    Arlington, MA
  • 02/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

* 476244 - Quick Promotions. Inc; Investment related No; Flushing, New York; Wholesale/Distribution; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 2; After business hours: 0; Customer Service *476289- Rental Property; Investment related -Yes; Arlington, Massachusetts; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 3; Property Management *539077 - Rental Property; Investment related Yes; Lexington, Massachusetts; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 2; Property Management. *631752- Rental Property; Investment related: Yes; Arlington, Massachusetts; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 1; After business hours: 2; Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-11
  • S66 Uniform Combined State Law Examination
    2021-12-11
Other Names
  • Jia Li

View on SEC IAPD

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