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Perri M Sherritt

Morgan Stanley

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-13
FL RA APPROVED 2021-09-30
  • TX RA
    APPROVED
    Since 2021-12-13
  • FL RA
    APPROVED
    Since 2021-09-30

Branch Locations

4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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
Wells Fargo Bank, Na Boynton Beach FL 10/2017 03/2021
Wells Fargo Cleaing Services, Llc Boynton Beach FL 12/2019 03/2021
Kid's Crossing Learning Center Lawrenceville GA 05/2017 10/2017
Seagate Hotel & Spa Delray Beach FL 08/2015 05/2017
Citizens Securities Inc. West Palm Beach FL 03/2021 09/2021
Morgan Stanley Boca Raton FL 09/2021 Present
  • 10/2017 → 03/2021
    Wells Fargo Bank, Na
    Boynton Beach, FL
  • 12/2019 → 03/2021
    Wells Fargo Cleaing Services, Llc
    Boynton Beach, FL
  • 05/2017 → 10/2017
    Kid's Crossing Learning Center
    Lawrenceville, GA
  • 08/2015 → 05/2017
    Seagate Hotel & Spa
    Delray Beach, FL
  • 03/2021 → 09/2021
    Citizens Securities Inc.
    West Palm Beach, FL
  • 09/2021 → Present
    Morgan Stanley
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-22
  • S66 Uniform Combined State Law Examination
    2021-05-22
Other Names
  • Perri Hazan
  • Perri Morgan Hazan
  • Perri M Hazan

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

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