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Jan Elizabeth Allen

Morgan Stanley

Winston-Salem, NC

Clemmons, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-11-25
TX RA APPROVED_RES 2019-11-19
FL RA APPROVED 2015-03-12
  • NC RA
    APPROVED
    Since 2019-11-25
  • TX RA
    APPROVED_RES
    Since 2019-11-19
  • FL RA
    APPROVED
    Since 2015-03-12

Branch Locations

100 North Main Street Suite 2500, Winston-Salem, NC 27101 • United States

Clemmons, NC • 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 Smith Barney Llc Sarasota FL 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Atlanta, GA
  • 2005-08-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Atlanta, GA
    Atlanta, GA
  • 2005-06-09 → 2005-09-02
    Citigroup Global Markets Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-25
  • S66 Uniform Combined State Law Examination
    2005-05-25
Other Names
  • Jan Elizabeth Annas

View on SEC IAPD

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GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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