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Wendy Lynette Coggsdale

Morgan Stanley

Richmond, VA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
VA RA APPROVED 2014-10-09
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • VA RA
    APPROVED
    Since 2014-10-09

Branch Locations

901 East Byrd Street Suite 2000, Richmond, VA 23219 • 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 Private Bank, National Association New York NY 02/2015 Present
Morgan Stanley Smith Barney Llc Richmond VA 11/2014 Present
  • 02/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2014 → Present
    Morgan Stanley Smith Barney Llc
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-07-22
  • S66 Uniform Combined State Law Examination
    1998-07-22
Other Names
  • Wendy Lynette Coggsdale
  • Wendy L Coggsdale

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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