Kaitlyn Matig Shogry

Upper St. Clair, PA

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-12-11
PA	RA	APPROVED	2020-11-10

TX RA
APPROVED

Since 2020-12-11
PA RA
APPROVED

Since 2020-11-10

Branch Locations

2600 Old Washington Road, Upper St. Clair, PA 15241 • 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

Organization	City	State	From	To
Morgan Stanley	Upper St. Clair	PA	01/2019	Present
Leadership League Llc	Pittsburgh	PA	11/2012	12/2018
Traveler's Service Company	Pittsburgh	PA	11/2012	12/2017

01/2019 → Present

Morgan Stanley

Upper St. Clair, PA
11/2012 → 12/2018

Leadership League Llc

Pittsburgh, PA
11/2012 → 12/2017

Traveler's Service Company

Pittsburgh, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-10

S66 Uniform Combined State Law Examination

2020-11-10

Other Names

Kaitlyn Marie Matig
Kaitlyn Marie Shogry

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

GOOD LIFE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

PRIVATE ADVISOR GROUP, LLC

COMMONWEALTH FINANCIAL NETWORK

Other Investors

Mason Alexander George

Jacob A Gomolak

DARREN ROBERT SAVIKAS

MICHAEL J RUTKOWSKI

Other Offices

OSAIC WEALTH, INC. · PITTSBURGH, PA

LPL FINANCIAL LLC · PITTSBURGH, PA

EDWARD JONES · PITTSBURGH, PA

STATE FARM INVESTMENT MANAGEMENT CORP. · BETHEL PARK, PA

STATE FARM INVESTMENT MANAGEMENT CORP. · Pittsburgh, PA

LPL FINANCIAL LLC · PITTSBURGH, PA

GOOD LIFE ADVISORS, LLC · PITTSBURGH, PA

MML INVESTORS SERVICES, LLC · PITTSBURGH, PA

More in Upper St. Clair, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor