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Robert Brian Kerns

Morgan Stanley

Winter Park, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-05-10
GA RA APPROVED 2018-03-28
  • FL RA
    APPROVED
    Since 2018-05-10
  • GA RA
    APPROVED
    Since 2018-03-28

Branch Locations

250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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
Suntrust Bank,Inc. Palm Coast FL 05/2015 03/2018
Suntrust Investment Services, Inc. Atlanta GA 05/2015 03/2018
Morgan Stanley Winter Park FL 03/2018 Present
Morgan Stanley Private Bank, N.A. Winter Park FL 03/2018 Present
  • 05/2015 → 03/2018
    Suntrust Bank,Inc.
    Palm Coast, FL
  • 05/2015 → 03/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 03/2018 → Present
    Morgan Stanley
    Winter Park, FL
  • 03/2018 → Present
    Morgan Stanley Private Bank, N.A.
    Winter Park, FL
Previous Registrations
  • 2016-09-13 → 2018-03-23
    Truist Advisory Services, Inc.
    Palm Coast, FL
    Ponte Vedra Drive, FL
  • 2015-05-20 → 2016-12-31
    Truist Investment Services, Inc.
    Palm Coast, FL
    Ponte Vedra Beach, FL
  • 2010-02-26 → 2015-05-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Macon, GA
    Atlanta, GA
    Jacksonville, FL
    Columbus, GA
    Macon, GA
    Montgomery, AL
    Alpharetta, GA
    Atlanta, GA
    Macon, GA
    Miami, FL
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-25
S63 Uniform Securities Agent State Law Examination 2005-06-07
  • S66 Uniform Combined State Law Examination
    2010-02-25
  • S63 Uniform Securities Agent State Law Examination
    2005-06-07
Other Names
  • Brian Kerns
  • Robert B Kerns

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

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