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Karla Ransdell

Morgan Stanley

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-08-31
TX RA APPROVED_RES 2018-08-30
  • FL RA
    APPROVED
    Since 2018-08-31
  • TX RA
    APPROVED_RES
    Since 2018-08-30

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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
Managed Account Services, Llc Boca Raton FL 05/2016 11/2017
Independent Portfolio Consultants Inc. Boca Raton FL 05/2016 09/2016
Ipc Portfolio Wealth Partners, Llc Boca Raton FL 07/2016 11/2017
Morgan Stanley Smith Barney Llc Boca Raton FL 08/2018 Present
Self Employed Boca Raton FL 12/2017 07/2018
Morgan Stanley Private Bank, N.A New York NY 12/2021 Present
  • 05/2016 → 11/2017
    Managed Account Services, Llc
    Boca Raton, FL
  • 05/2016 → 09/2016
    Independent Portfolio Consultants Inc.
    Boca Raton, FL
  • 07/2016 → 11/2017
    Ipc Portfolio Wealth Partners, Llc
    Boca Raton, FL
  • 08/2018 → Present
    Morgan Stanley Smith Barney Llc
    Boca Raton, FL
  • 12/2017 → 07/2018
    Self Employed
    Boca Raton, FL
  • 12/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2016-09-26 → 2017-11-08
    Ipc Private Wealth Partners, Llc
    Boca Raton, FL
  • 2016-06-15 → 2016-09-09
    Independent Portfolio Consultants, Inc.
    Boca Raton, FL
  • 1997-07-25 → 2014-11-21
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Coral Gables, FL
    New York, NY
    Coral Gables, FL
    Coral Gables, FL
    Coral Gables, FL
    Coral Gables, FL
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-23
S63 Uniform Securities Agent State Law Examination 1994-01-26
  • S65 Uniform Investment Adviser Law Examination
    1996-01-23
  • S63 Uniform Securities Agent State Law Examination
    1994-01-26
Other Names
  • Karla Mae Espegard
  • Karla Ransdell
  • Karla Mae Ransdell

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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