Best Investors Account Sign in

Sarah K Unfried

Morgan Stanley

Fairhope, AL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-07-05
TX RA APPROVED 2020-06-04
KY RA APPROVED 2020-05-29
  • AL RA
    APPROVED
    Since 2021-07-05
  • TX RA
    APPROVED
    Since 2020-06-04
  • KY RA
    APPROVED
    Since 2020-05-29

Branch Locations

7530 Parker Road, Fairhope, AL 36532 • 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 Fairhope AL 12/2018 Present
University Of Kentucky Lexington KY 08/2016 Present
Johns Run Walk Shop Lexington KY 05/2018 08/2018
Kentucky Deoartment Of Revenue Frankfort KY 06/2017 01/2018
Kroger Starbucks Versailles KY 12/2014 12/2016
William T. Young Starbucks Lexington KY 09/2016 03/2017
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 12/2018 → Present
    Fairhope, AL
  • 08/2016 → Present
    University Of Kentucky
    Lexington, KY
  • 05/2018 → 08/2018
    Johns Run Walk Shop
    Lexington, KY
  • 06/2017 → 01/2018
    Kentucky Deoartment Of Revenue
    Frankfort, KY
  • 12/2014 → 12/2016
    Kroger Starbucks
    Versailles, KY
  • 09/2016 → 03/2017
    William T. Young Starbucks
    Lexington, KY
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*471080- Alabama Free Clinic; Investment related-No; Bay Minette, Alabama; Medical, Civic/Community, Health and Welfare; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 1; After business hours: 0; General board member, votes on matters that arise with the clinic. No financial duties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29
Other Names
  • Sarah Souers

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairhope, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor