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David Bailey Izard

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-07
TX RA APPROVED 2026-08-06
  • GA RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-06

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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
J.P. Morgan Securities Llc Atlanta GA 03/2015 08/2026
J.P. Morgan Chase Bank, N.A. Atlanta GA 03/2015 08/2026
Morgan Stanley Smith Barney Llc Atlanta GA 08/2026 Present
  • 03/2015 → 08/2026
    Atlanta, GA
  • 03/2015 → 08/2026
    J.P. Morgan Chase Bank, N.A.
    Atlanta, GA
  • 08/2026 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
Previous Registrations
Other Businesses

(1) Leary Properties LLP / Not Investment Related / Atlanta, GA / Timber Tracts / Owner, Partner / Start 30-December-2010 / 0-10 hours devoted monthly / 0 during trading / Limited Partner - No responsibilities, but I serve as Financial Advisor for small investment account custodied at JP Morgan. (2) Izard Investments LLP / Investment Related / Tampa, FL / Personal and Family Planning / Owner, Partner / Start 04-January-2021 / 0-10 hours devoted monthly / 0 during trading / I own approximately 32% passive LP interest in what functions as family investment partnership with my sister and brother. The partnership has a general partner, Triple Eye Ventures, LLC, in which I hold a one-third member interest, but I am not a manager. Consequently, I have no responsibilities. (3) Triple Eye Ventures, LLC / Investment Related / Tampa, FL / Partial Owner / Start 10-July-2015 / 0 hours / The entity's primary function is as Manager of Izard Investments LLLP, a family limited partnership. The entity owns approximately 2.3% of Izard Investments, as well as non-income producing real estate (e.g. recreational property). have no direct responsibilities - my brother and sister act as co-managers. I am a member, but no management role. I am Financial Advisor for the Izard Investments LLLP UMA account at JPMS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-29
  • S66 Uniform Combined State Law Examination
    2005-12-29
Other Names
  • D. Bailey Izard
  • D. Izard
  • Bailey Izard

View on SEC IAPD

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