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Joseph Daniel Lassiter

Morgan Stanley

Charleston, SC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-04
SC RA APPROVED 2023-04-28
  • TX RA
    APPROVED
    Since 2023-05-04
  • SC RA
    APPROVED
    Since 2023-04-28

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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
Modern Woodmen Of America Rock Island IL 01/2021 09/2021
Merrill Lynch - Bank Of America - Ellison Kibler & Associates Columbia SC 09/2019 12/2020
Prudential Financial - Travis Hudson Agency Columbia SC 04/2019 09/2019
Pleasant Air Conditioning Mount Pleasant SC 05/2018 01/2019
Harris Teeter Grocery Mount Pleasant SC 09/2016 05/2017
Wando High School Mount Pleasant SC 06/2013 06/2017
University Of South Carolina Columbia SC 06/2017 01/2021
Purshe Kaplan Sterling Investments Albany NY 03/2022 04/2023
Apollon Wealth Management, Llc Mount Pleasant SC 09/2021 04/2023
Morgan Stanley Charleston SC 04/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 01/2021 → 09/2021
    Modern Woodmen Of America
    Rock Island, IL
  • 09/2019 → 12/2020
    Merrill Lynch - Bank Of America - Ellison Kibler & Associates
    Columbia, SC
  • 04/2019 → 09/2019
    Prudential Financial - Travis Hudson Agency
    Columbia, SC
  • 05/2018 → 01/2019
    Pleasant Air Conditioning
    Mount Pleasant, SC
  • 09/2016 → 05/2017
    Harris Teeter Grocery
    Mount Pleasant, SC
  • 06/2013 → 06/2017
    Wando High School
    Mount Pleasant, SC
  • 06/2017 → 01/2021
    University Of South Carolina
    Columbia, SC
  • 03/2022 → 04/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2021 → 04/2023
    Mount Pleasant, SC
  • 04/2023 → Present
    Charleston, SC
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*574099- Dogstar Pet Care; Investment related: No; Charleston, South Carolina; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 10; Customer Service. *632282 - Rental Property; Investment Related - Yes; Charleston, South Carolina; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 5; Other.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02
Other Names
  • Joe Lassiter

View on SEC IAPD

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