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Lynne Kirsten Purtell

Morgan Stanley

Westlake, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-16
OH RA APPROVED 2021-06-08
  • TX RA
    APPROVED
    Since 2021-12-16
  • OH RA
    APPROVED
    Since 2021-06-08

Branch Locations

159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • 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
Wells Fargo Advisors Llc Westlake OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Westlake OH 11/2016 11/2019
Morgan Stanley Westlake OH 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-05
S63 Uniform Securities Agent State Law Examination 2010-07-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-05
  • S63 Uniform Securities Agent State Law Examination
    2010-07-30
Other Names
  • Lynne Kirsten Stacho
  • Lynne Kirsten Purtell
  • Lynne Kirsten Houk
  • L.KIrsten Purtell
  • Kirsten Houk
  • Kirsten Purtell
  • L Kirsten Purtell

View on SEC IAPD

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Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH
INDEPENDENT FINANCIAL GROUP, LLC · Westlake, OH

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