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Kelli Jane Morrison

Morgan Stanley

Bradenton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-25
TX RA APPROVED_RES 2021-11-03
AR RA APPROVED 2019-08-22
LA RA APPROVED 2019-08-22
  • FL RA
    APPROVED
    Since 2024-09-25
  • TX RA
    APPROVED_RES
    Since 2021-11-03
  • AR RA
    APPROVED
    Since 2019-08-22
  • LA RA
    APPROVED
    Since 2019-08-22

Branch Locations

1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • 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 Bradenton FL 06/2019 Present
Student Bradenton FL 01/2009 05/2019
Morgan Stanley Lakeland FL 08/2018 12/2018
Crowder Brothers Ace Hardware Bradenton FL 12/2016 12/2017
Morgan Stanley Private Bank, N.A New York NY 07/2019 Present
  • 06/2019 → Present
    Morgan Stanley
    Bradenton, FL
  • 01/2009 → 05/2019
    Student
    Bradenton, FL
  • 08/2018 → 12/2018
    Morgan Stanley
    Lakeland, FL
  • 12/2016 → 12/2017
    Crowder Brothers Ace Hardware
    Bradenton, FL
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-22
  • S66 Uniform Combined State Law Examination
    2019-08-22
Other Names
  • Kelli Gault
  • Kelli Jane Gault

View on SEC IAPD

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Other Investors

John Bullock Tucker
Thomas Herman Breiter
Alexander Chadsey Gault
Andrew M Gipson
Wesley Chadwick Choate
James Forrest Morrison
DANIEL ROBERT CHAPPIE
BRIAN SCOTT MILLER

Other Offices

PENINSULA ASSET MANAGEMENT INC · BRADENTON, FL
EDWARD JONES · Bradenton, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BRADENTON, FL
LEVEL FOUR ADVISORY SERVICES · Bradenton, FL
EDWARD JONES · BRADENTON, FL
PENINSULA ASSET MANAGEMENT INC · BRADENTON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Bradenton, FL
PULLEN INVESTMENT MANAGEMENT · BRADENTON, FL

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