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David Steffensen

Morgan Stanley

St. Petersburg, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-15
FL RA APPROVED 2020-12-21
  • TX RA
    APPROVED
    Since 2021-12-15
  • FL RA
    APPROVED
    Since 2020-12-21

Branch Locations

150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 09/2005 10/2020
Morgan Stanley St Petersburg FL 10/2020 Present
  • 09/2005 → 10/2020
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 10/2020 → Present
    Morgan Stanley
    St Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-14
S63 Uniform Securities Agent State Law Examination 2006-01-04
  • S65 Uniform Investment Adviser Law Examination
    2020-12-14
  • S63 Uniform Securities Agent State Law Examination
    2006-01-04
Other Names
  • David A Steffensen

View on SEC IAPD

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