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Linda Marie Holmberg

Morgan Stanley

Davenport, IA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-01-19
IA RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2011-01-19
  • IA RA
    APPROVED
    Since 2009-06-01

Branch Locations

4300 East 53Rd Street Suite 300, Davenport, IA 52807 • 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
Citigroup Global Markets Inc Davenport IA 05/2009 Present
Morgan Stanley Smith Barney Davenport IA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 05/2009 → Present
    Citigroup Global Markets Inc
    Davenport, IA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Davenport, IA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-14
S63 Uniform Securities Agent State Law Examination 1994-01-20
  • S65 Uniform Investment Adviser Law Examination
    1998-10-14
  • S63 Uniform Securities Agent State Law Examination
    1994-01-20
Other Names
  • Linda Marie Bertolozzi
  • Linda M Holmberg

View on SEC IAPD

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MML INVESTORS SERVICES, LLC

Other Investors

BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH
ELIZABETH JO BEHRENDS
Thomas James McCormick
Megan N Obenauf
JAMES MICHAEL SHRADER
VICTORIA JEAN RAMIREZ

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA
EDWARD JONES · Davenport, IA
MATHESON & ROCK WEALTH MANAGEMENT, LLC · DAVENPORT, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Davenport, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · DAVENPORT, IA
EDWARD JONES · DAVENPORT, IA
REDHAWK WEALTH ADVISORS, INC. · DAVENPORT, IA
THRIVENT INVESTMENT MANAGEMENT INC. · DAVENPORT, IA

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