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Grace Marie Lobato

Morgan Stanley

Colorado Springs, CO

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-02
CO RA APPROVED 2020-05-22
  • TX RA
    APPROVED
    Since 2020-06-02
  • CO RA
    APPROVED
    Since 2020-05-22

Branch Locations

121 South Tejon Street Suite 700, Colorado Springs, CO 80903 • 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 Pueblo CO 06/2019 08/2019
Apria Healthcare Colorado Springs CO 10/2017 05/2019
Starbucks Corporation Pueblo CO 08/2016 10/2017
Colorado State University-Pueblo Pueblo CO 09/2017 10/2017
Colorado State University-Pueblo Pueblo CO 09/2013 05/2019
Morgan Stanley Colorado Springs CO 10/2019 Present
Morgan Stanley Private Bank, N.A New York NY 03/2021 Present
  • 06/2019 → 08/2019
    Morgan Stanley
    Pueblo, CO
  • 10/2017 → 05/2019
    Apria Healthcare
    Colorado Springs, CO
  • 08/2016 → 10/2017
    Starbucks Corporation
    Pueblo, CO
  • 09/2017 → 10/2017
    Colorado State University-Pueblo
    Pueblo, CO
  • 09/2013 → 05/2019
    Colorado State University-Pueblo
    Pueblo, CO
  • 10/2019 → Present
    Morgan Stanley
    Colorado Springs, CO
  • 03/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
  • S66 Uniform Combined State Law Examination
    2020-05-22

View on SEC IAPD

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Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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