Best Investors Account Sign in

Heidi Sue Merkle

Morgan Stanley

Barrington, IL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
IL RA APPROVED 2018-03-15
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • IL RA
    APPROVED
    Since 2018-03-15

Branch Locations

760 West Main Street Suite 200, Barrington, IL 60010 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 03/1995 01/2018
Morgan Stanley Smith Barney Llc Barrington IL 03/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-03
S63 Uniform Securities Agent State Law Examination 1993-09-17
  • S66 Uniform Combined State Law Examination
    2004-12-03
  • S63 Uniform Securities Agent State Law Examination
    1993-09-17

View on SEC IAPD

More in Barrington, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor