Sheri Lynette Burns

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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	2017-10-20

TX RA
APPROVED

Since 2017-10-20

Branch Locations

5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • 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.	Fort Worth	TX	02/2015	11/2016
Morgan Stanley Smith Barney Llc	Dallas	TX	10/2017	Present
Unemployed	Fort Worth	TX	11/2016	10/2017

02/2015 → 11/2016

Robert W. Baird & Co.

Fort Worth, TX
10/2017 → Present

Morgan Stanley Smith Barney Llc

Dallas, TX
11/2016 → 10/2017

Unemployed

Fort Worth, TX

Previous Registrations

2015-02-27 → 2016-11-15

Robert W. Baird & Co. Incorporated

Fort Worth, TX
2011-12-21 → 2015-03-10

Ubs Financial Services Inc.

Ft. Worth, TX
2009-01-22 → 2010-05-26

Barclays Capital Inc.

Dallas, TX
2004-02-20 → 2008-10-15

Lehman Brothers Inc.

Dallas, TX

Dallas, TX

New York, NY
2002-11-01 → 2004-03-05

Citigroup Global Markets Inc.

Dallas, TX
2000-04-27 → 2002-08-22

Citigroup Global Markets Inc.

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-11-29
S63	Uniform Securities Agent State Law Examination	1996-11-29

S65 Uniform Investment Adviser Law Examination

2004-11-29
S63 Uniform Securities Agent State Law Examination

1996-11-29

Other Names

Sheri Lynette Burns
Sheri Burns
Sheri L Burns

View on SEC IAPD

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KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

CHESTER ANDERSON

THOMAS MARC YOUNG

RYAN YANCY MULLIN

Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX

7TH HARVEST INVESTMENTS · DALLAS, TX

ADVISOR RESOURCE COUNCIL · Dallas, TX

PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX

OPENAIR FINANCIAL, LLC · Dallas, TX

GENEOS WEALTH MANAGEMENT, INC. · Addison, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX

KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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