Jeffrey Louis Goria

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-01
NJ	RA	APPROVED	2019-09-25

TX RA
APPROVED

Since 2020-04-01
NJ RA
APPROVED

Since 2019-09-25

Branch Locations

61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • 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

Organization	City	State	From	To
Morgan Stanley	Paramus	NJ	07/2019	Present
Trident Brokerage Services Llc	New York	NY	10/2014	07/2019
Morgan Stanley Private Bank, N.A.	New York	NY	09/2019	Present

07/2019 → Present

Morgan Stanley

Paramus, NJ
10/2014 → 07/2019

Trident Brokerage Services Llc

New York, NY
09/2019 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*481519 - Estate ; Investment related - Yes; ridgewood, New Jersey; Successor Role / Trustee: 01/2023; During business hours: 1; After business hours: 0 *538027 - Trust; Investment related: Yes; paramus, New Jersey; Trust; Trustee/Co-Trustee; 02/2012; During business hours: 1; After business hours: 0;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-23

S66 Uniform Combined State Law Examination

2019-09-23