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Katharine V Lew

Morgan Stanley

Leawood, KS

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-19
KS RA APPROVED 2021-11-19
  • TX RA
    APPROVED
    Since 2022-01-19
  • KS RA
    APPROVED
    Since 2021-11-19

Branch Locations

11161 Overbrook Road Suite 225, Leawood, KS 66211 • 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 Leawood KS 07/2021 Present
Ability Kc Kansas City MO 01/2018 Present
Rush University Medical Center Chicago IL 02/2007 06/2017
Unemployed Fairway KS 07/2017 12/2017
Morgan Stanley Private Bank, N.A New York NY 10/2021 Present
  • 07/2021 → Present
    Morgan Stanley
    Leawood, KS
  • 01/2018 → Present
    Ability Kc
    Kansas City, MO
  • 02/2007 → 06/2017
    Rush University Medical Center
    Chicago, IL
  • 07/2017 → 12/2017
    Unemployed
    Fairway, KS
  • 10/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-10
  • S66 Uniform Combined State Law Examination
    2021-09-10
Other Names
  • Katharine Volckens

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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