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Lara B O'LEary

Morgan Stanley

Atlanta, GA

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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
GA RA APPROVED 2018-04-30
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • GA RA
    APPROVED
    Since 2018-04-30

Branch Locations

5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • 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
Gv Financial Advisors, Inc Atlanta GA 11/2002 11/2016
Securian Financial Services St. Paul MN 02/2009 03/2018
Minnesota Life Insurance Co St. Paul MN 02/2009 03/2018
Joyn Advisors, Inc. Atlanta GA 11/2016 03/2018
Joyn Atlanta, Inc. Atlanta GA 11/2016 03/2018
Gv Atlanta, Inc. Atlanta GA 11/2002 11/2016
Morgan Stanley Smith Barney Llc Atlanta GA 04/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 04/2018 Present
  • 11/2002 → 11/2016
    Gv Financial Advisors, Inc
    Atlanta, GA
  • 02/2009 → 03/2018
    Securian Financial Services
    St. Paul, MN
  • 02/2009 → 03/2018
    Minnesota Life Insurance Co
    St. Paul, MN
  • 11/2016 → 03/2018
    Joyn Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 03/2018
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 11/2002 → 11/2016
    Gv Atlanta, Inc.
    Atlanta, GA
  • 04/2018 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 04/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2003-05-02 → 2018-04-26
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2007-08-15 → 2018-04-03
    Securian Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2003-05-02 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-17
S63 Uniform Securities Agent State Law Examination 1995-09-18
  • S65 Uniform Investment Adviser Law Examination
    1997-06-17
  • S63 Uniform Securities Agent State Law Examination
    1995-09-18
Other Names
  • Lara Christine Boyd
  • Lara Christine Oleary

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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