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Theresa W Wile

Morgan Stanley

Boise, ID

Los Angeles, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-07-07
TX RA APPROVED_RES 2010-07-14
CA RA APPROVED 2010-06-28
  • ID RA
    APPROVED
    Since 2023-07-07
  • TX RA
    APPROVED_RES
    Since 2010-07-14
  • CA RA
    APPROVED
    Since 2010-06-28

Branch Locations

101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States

444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • 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 Smith Barney Llc Los Angeles CA 05/2010 Present
Morgan Stanley Private Bank, N.A. New York NY 05/2010 Present
  • 05/2010 → Present
    Morgan Stanley Smith Barney Llc
    Los Angeles, CA
  • 05/2010 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-21
S63 Uniform Securities Agent State Law Examination 1995-04-24
  • S66 Uniform Combined State Law Examination
    2002-02-21
  • S63 Uniform Securities Agent State Law Examination
    1995-04-24
Other Names
  • Wendy Theresa Wyatt
  • Wendy Osburn
  • Theresa Wyatt
  • Wendy Theresa Osburn
  • Wendy Theresa Osburn-Szebelledy
  • Theresa ^ Osburn-Szebelledy
  • Theresa ^ Szebelledy
  • W. Theresa Theresa Szebelledy
  • W. Theresa Osburn-Szebelledy
  • W Theresa Osburn-Szebelledy
  • Theresa Osburn
  • Theresa Szebelledy
  • Wendy Theresa Szebelledy
  • Theresa Wile
  • Wendy Theresa Wile
  • Theresa Theresa Wile

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
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