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Daniel L Lindsey

Morgan Stanley

Montgomery, AL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-07
AL RA APPROVED 2025-04-21
  • TX RA
    APPROVED
    Since 2025-11-07
  • AL RA
    APPROVED
    Since 2025-04-21

Branch Locations

7515 Halcyon Summit Drive, Montgomery, AL 36117 • 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 Montgomery AL 01/2025 Present
State University Of New York At Albany Albany NY 01/2023 11/2024
Auburn University Auburn AL 08/2019 12/2022
Rushton Stakely Johnston & Garrett Montgomery AL 06/2019 07/2019
Montgomery Academy Montgomery AL 08/2015 05/2019
Morgan Stanley Private Bank, N.A New York NY 09/2025 Present
  • 01/2025 → Present
    Morgan Stanley
    Montgomery, AL
  • 01/2023 → 11/2024
    State University Of New York At Albany
    Albany, NY
  • 08/2019 → 12/2022
    Auburn University
    Auburn, AL
  • 06/2019 → 07/2019
    Rushton Stakely Johnston & Garrett
    Montgomery, AL
  • 08/2015 → 05/2019
    Montgomery Academy
    Montgomery, AL
  • 09/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-21
  • S66 Uniform Combined State Law Examination
    2025-04-21
Other Names
  • Trey Lindsey
  • Daniel L Lindsey

View on SEC IAPD

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Other Investors

RICHARD K.E. AKINYEMI
RICHARD DALE STEWART
MATTHEW BLAKE MURPHY
Dustin Grant Hatfield
Emily Lauren Farrior
REBECCA HARDWICH BAKER
ADAM MILLER ROGERS
JEFFREY WRIGHT

Other Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Montgomery, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL
SYNOVUS SECURITIES, INC. · MONTGOMERY, AL
SUMMIT FINANCIAL, LLC · MONTGOMERY, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL

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