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Olivia Irene Rogers

Morgan Stanley

Atlanta, GA

CRD 6989447

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-02
GA RA APPROVED 2023-01-10
  • TX RA
    APPROVED
    Since 2023-05-02
  • GA RA
    APPROVED
    Since 2023-01-10

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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
Jpmorgan Chase Bank Na Fort Worth TX 07/2018 05/2020
Jpmorgan Securities Llc Fort Worth TX 07/2018 05/2020
Chipotle Normal IL 04/2016 06/2018
Corepower Yoga Fort Worth TX 06/2019 04/2020
Jpmorgan Chase Bank Na Atlanta GA 05/2020 11/2022
Jpmorgan Securities Llc Atlanta GA 05/2020 11/2022
Morgan Stanley Atlanta GA 11/2022 Present
  • 07/2018 → 05/2020
    Jpmorgan Chase Bank Na
    Fort Worth, TX
  • 07/2018 → 05/2020
    Jpmorgan Securities Llc
    Fort Worth, TX
  • 04/2016 → 06/2018
    Chipotle
    Normal, IL
  • 06/2019 → 04/2020
    Corepower Yoga
    Fort Worth, TX
  • 05/2020 → 11/2022
    Jpmorgan Chase Bank Na
    Atlanta, GA
  • 05/2020 → 11/2022
    Jpmorgan Securities Llc
    Atlanta, GA
  • 11/2022 → Present
    Morgan Stanley
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2018-09-12
  • S65 Uniform Investment Adviser Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2018-09-12
Other Names
  • Olivia Irene Heffernan

View on SEC IAPD

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