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Jeffrey White

Morgan Stanley

Lafayette, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-09-20
TX RA APPROVED 2022-09-20
  • LA RA
    APPROVED
    Since 2022-09-20
  • TX RA
    APPROVED
    Since 2022-09-20

Branch Locations

400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • 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
Ubs Financial Services Inc. Lafayette LA 11/2014 09/2022
Morgan Stanley Smith Barney Llc Lafayette LA 09/2022 Present
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 11/2014 → 09/2022
    Ubs Financial Services Inc.
    Lafayette, LA
  • 09/2022 → Present
    Morgan Stanley Smith Barney Llc
    Lafayette, LA
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-31
  • S66 Uniform Combined State Law Examination
    2008-07-31
Other Names
  • Jeffrey C White
  • Jeffrey Christopher C White

View on SEC IAPD

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Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

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