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Brian Christopher Coffin

Morgan Stanley

Rancho Sante Fe, CA

Rancho Santa Fe, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-11
CA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2014-02-11
  • CA RA
    APPROVED
    Since 2009-06-01

Branch Locations

6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States

6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • 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
Morgan Stanley Smith Barney Llc Rancho Santa Fe CA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Rancho Santa Fe, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-25
S63 Uniform Securities Agent State Law Examination 1991-10-10
  • S65 Uniform Investment Adviser Law Examination
    1996-01-25
  • S63 Uniform Securities Agent State Law Examination
    1991-10-10

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

VIRGINIA CHRISTIE LAWRENCE
DAVID JAN ROSS
STEPHANY DAWN HORN
Gabriel Louis Mendoza
Robert Emmett Kearney
KRISTIN CAROL NORBY
DANIEL PAUL MORILAK
Nicole Karen Choi

Other Offices

MORGAN STANLEY · RANCHO SANTA FE, CA
ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Santa Fe, CA
DARK HORSE ADVISORS LLC · Rancho Santa Fe, CA
LPL FINANCIAL LLC · RANCHO SANTA FE, CA
EAGLE STRATEGIES LLC · Rancho Santa Fe, CA
U.S. BANCORP ADVISORS, LLC · Rancho Santa Fe, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RANCHO SANTA FE, CA

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