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Greer M Moseman

Morgan Stanley

Rancho Santa Fe, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-12
CA RA APPROVED 2021-10-13
  • TX RA
    APPROVED
    Since 2022-12-12
  • CA RA
    APPROVED
    Since 2021-10-13

Branch Locations

6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • 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 Smith Barney Llc Rancho Santa Fe CA 07/2021 Present
Coast Volleyball Club San Diego CA 06/2020 06/2021
The Art Of Coaching Encinitas CA 07/2020 06/2021
University Of North Carolina Chapel Hill Chapel Hill NC 06/2016 06/2020
Morgan Stanley Private Bank, N.A. New York NY 09/2021 Present
  • 07/2021 → Present
    Morgan Stanley Smith Barney Llc
    Rancho Santa Fe, CA
  • 06/2020 → 06/2021
    Coast Volleyball Club
    San Diego, CA
  • 07/2020 → 06/2021
    The Art Of Coaching
    Encinitas, CA
  • 06/2016 → 06/2020
    University Of North Carolina Chapel Hill
    Chapel Hill, NC
  • 09/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-12
  • S66 Uniform Combined State Law Examination
    2021-10-12

View on SEC IAPD

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Steven Q Tran
ANNA MARIE THOMAS
MATTHEW MICHAEL HANSEN
RONALD WILLIAM THOMAS
NIC J TROUNCE
Maxwell Richard Parziale

Other Offices

MORGAN STANLEY · RANCHO SANTE FE, CA
ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Santa Fe, CA
DARK HORSE ADVISORS LLC · Rancho Santa Fe, CA
LPL FINANCIAL LLC · RANCHO SANTA FE, CA
EAGLE STRATEGIES LLC · Rancho Santa Fe, CA
U.S. BANCORP ADVISORS, LLC · Rancho Santa Fe, CA
WELLS FARGO CLEARING SERVICES, LLC · RANCHO SANTA FE, CA

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