Teresa Marie Lebert

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-05-05
AR	RA	APPROVED	2015-03-04
LA	RA	APPROVED	2012-08-08

TX RA
APPROVED_RES

Since 2020-05-05
AR RA
APPROVED

Since 2015-03-04
LA RA
APPROVED

Since 2012-08-08

Branch Locations

1450 William Street 3Rd Floor, Lake Charles, LA 70601 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Lake Charles	LA	08/2012	Present

08/2012 → Present

Morgan Stanley Smith Barney

Lake Charles, LA

Previous Registrations

1998-01-06 → 2012-08-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Charles, LA

Lake Charles, LA

Other Businesses

1. INDEPENDENT CONTRACTOR; LOUISIANA NOTARY; LAKE CHARLES, LA; CHARGE FOR NON-MS DOCUMENTS NOTARIZED OUTSIDE THE OFFICE; 1 HOUR AFTER BUSINESS; .25 DURING BUSINESS; 07/2013 3. *503068 - Catholic Daughters of America Court No. 1785; Investment related No; Lake Charles, Louisiana; Religious; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-11-18
S63	Uniform Securities Agent State Law Examination	1995-12-05

S65 Uniform Investment Adviser Law Examination

1996-11-18
S63 Uniform Securities Agent State Law Examination

1995-12-05

Other Names

Terry Lebert
Teresa M Lebert
Teresa Marie Lebert
Teresa Marie Le Bert

View on SEC IAPD