Gregory Scott England

Current Employers

Employment History

• 06/2009 → 01/2022
  Morgan Stanley Smith Barney
  Norman, OK
• 03/2015 → 01/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2022 → Present
  Newedge Securities, Inc.
  Pittsburgh, PA
• 01/2022 → Present
  Newedge Advisors, Llc.
  New Orleans, LA
• 02/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2022-02-01
  Morgan Stanley
  Norman, OK
  Norman, OK
  Oklahoma City, OK
• 2005-10-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Norman, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1.) The International Pantry~Non Investment Related~Norman, OK~Gourmet kitchen store~Cooking Class Instructor~Jan 2006~1 hr per month~0 hrs per month during market~Teach cooking classes and perform cooking demos periodically. 2.) OU Chip In Club~Non Investment Related~Norman, OK~The OU Chip in Club is the Booster Club/Fundraising organization for the OU Men's Golf Program at the University of Oklahoma. The funds are all held and controlled by the University of Oklahoma Foundation~President of Board of Directors~Jan 2013~1 hr per month~0 hrs per month during market~I organize fund raising events and work in concert with the Executive Director to approve expenditures as well as oversee the Board of Directors. 3.) ClearPath Wealth Partners~~INVESTMENT RELATED~ At reported business location(s)~FINANCIAL SERVICES BUSINESS DBA/ClearPath Wealth Partners - DBA name for brokerage business through NewEdge Advisors, LLC. - January 2022~160 HRS PER MONTH~100% PER MONTH DURING MARKET~FINANCIAL PLANNING, BUY SELL INVESTMENTS, SERVICE ACCOUNTS, Commission Based Securities Business. 4. Long Term Care Insurance....Yes investment related...3700 W. Robinson St., Suite 280...Long Term Insurance...Managing Director..1 Hour during trade...1 hour during non trade hours...Presenting LTC proposals to clients and processing paperwork for policies

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-11-03
• S65 Uniform Investment Adviser Law Examination
  2005-09-26