Sherri L Kirchhoff

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-01
SC	RA	APPROVED	2022-03-21

TX RA
APPROVED

Since 2022-06-01
SC RA
APPROVED

Since 2022-03-21

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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
Robert W. Baird & Co., Inc.	Stuart	FL	06/2017	08/2021
Hein Wealth	Jupiter	FL	10/2016	04/2017
Edward Jones	North Palm Beach	FL	04/2017	06/2017
Unemployed	Hobe Sound	FL	02/2016	10/2016
Morgan Stanley Smith Barney Llc	Charleston	SC	08/2021	Present

06/2017 → 08/2021

Robert W. Baird & Co., Inc.

Stuart, FL
10/2016 → 04/2017

Hein Wealth

Jupiter, FL
04/2017 → 06/2017

Edward Jones

North Palm Beach, FL
02/2016 → 10/2016

Unemployed

Hobe Sound, FL
08/2021 → Present

Morgan Stanley Smith Barney Llc

Charleston, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-21
S63	Uniform Securities Agent State Law Examination	1993-05-24

S66 Uniform Combined State Law Examination

2022-03-21
S63 Uniform Securities Agent State Law Examination

1993-05-24

Other Names

Sherri Lynn Wheeler
Sherri Lynn Wheeler
Sherri Lynn Kirchhoff

View on SEC IAPD

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