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Lorena S Mackelvie

Morgan Stanley

The Woodlands, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-05
  • TX RA
    APPROVED
    Since 2017-04-05

Branch Locations

24 Waterway Avenue Suite 600, The Woodlands, TX 77380 • 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 The Woodlands TX 01/2017 Present
Friedberg Investment Management Houston TX 07/2016 12/2016
Morgan Stanley Private Bank, National Association New York NY 04/2017 Present
  • 01/2017 → Present
    Morgan Stanley
    The Woodlands, TX
  • 07/2016 → 12/2016
    Friedberg Investment Management
    Houston, TX
  • 04/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-05
  • S66 Uniform Combined State Law Examination
    2017-04-05
Other Names
  • Lorena Alfaro-Santoni
  • Lorena Alfaro Samoni
  • Lorena Alfaro Santoni
  • Lorena A Santoni

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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