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Eric L Applewhite

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 2026-01-23
FL RA APPROVED 2025-09-12
  • TX RA
    APPROVED
    Since 2026-01-23
  • FL RA
    APPROVED
    Since 2025-09-12

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 Boca Raton FL 11/2024 Present
Toast Inc. Boston MA 03/2021 11/2024
Paychex West Palm Beach FL 08/2019 03/2021
Team Parking Systems Boca Raton FL 05/2019 08/2019
Cybercoders Irvine CA 02/2019 05/2019
Sungrade Solar Walnut Creek CA 03/2017 12/2018
Tallahassee Hospitality Group Tallahassee FL 04/2016 03/2017
Hotel Duval Tallahassee FL 10/2016 03/2017
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 11/2024 → Present
    Morgan Stanley
    Boca Raton, FL
  • 03/2021 → 11/2024
    Toast Inc.
    Boston, MA
  • 08/2019 → 03/2021
    Paychex
    West Palm Beach, FL
  • 05/2019 → 08/2019
    Team Parking Systems
    Boca Raton, FL
  • 02/2019 → 05/2019
    Cybercoders
    Irvine, CA
  • 03/2017 → 12/2018
    Sungrade Solar
    Walnut Creek, CA
  • 04/2016 → 03/2017
    Tallahassee Hospitality Group
    Tallahassee, FL
  • 10/2016 → 03/2017
    Hotel Duval
    Tallahassee, FL
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
S63 Uniform Securities Agent State Law Examination 2025-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
  • S63 Uniform Securities Agent State Law Examination
    2025-08-21
Other Names
  • Lee Applewhite
  • Eric L Applewhite

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

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