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Jacob Lindsey

Morgan Stanley

Cincinnati, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-18
OH RA APPROVED 2019-01-29
  • TX RA
    APPROVED
    Since 2020-03-18
  • OH RA
    APPROVED
    Since 2019-01-29

Branch Locations

7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • 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 Cincinnati OH 11/2018 Present
Unemployed Unemployed OH 12/2015 02/2017
Alveo Health Cincinnati OH 02/2017 04/2017
Buffalo Bills Orchard Park NY 04/2017 09/2017
Unemployed Unemployed OH 09/2017 11/2018
Morgan Stanley Private Bank, N.A. New York NY 02/2019 Present
  • 11/2018 → Present
    Morgan Stanley
    Cincinnati, OH
  • 12/2015 → 02/2017
    Unemployed
    Unemployed, OH
  • 02/2017 → 04/2017
    Alveo Health
    Cincinnati, OH
  • 04/2017 → 09/2017
    Buffalo Bills
    Orchard Park, NY
  • 09/2017 → 11/2018
    Unemployed
    Unemployed, OH
  • 02/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-29
  • S66 Uniform Combined State Law Examination
    2019-01-29
Other Names
  • Jake Lindsey

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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