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Wilfred M. Kullman

Morgan Stanley

New Orleans, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
LA RA APPROVED 2010-11-12
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • LA RA
    APPROVED
    Since 2010-11-12

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • 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
Citigroup Global Markets Inc. New Orleans LA 02/2006 Present
Morgan Stanley Smith Barney New Orleans LA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 02/2006 → Present
    Citigroup Global Markets Inc.
    New Orleans, LA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    New Orleans, LA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

1. *419856 - Trust; Investment related - Yes; Dallas, Texas; Trustee; 12/2020; During business hours: 1; After business hours: 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
S63 Uniform Securities Agent State Law Examination 1990-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27
  • S63 Uniform Securities Agent State Law Examination
    1990-12-20
Other Names
  • Wilfred Kullman
  • Wilfred M Kullman
  • Wilfred M Kullman Iii
  • Wilfred M Kullman
  • Wilfred M. Kullman Iii

View on SEC IAPD

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