Margaret B Aaron

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2019-07-30
TX	RA	APPROVED_RES	2019-07-30

AL RA
APPROVED

Since 2019-07-30
TX RA
APPROVED_RES

Since 2019-07-30

Branch Locations

305 Church Street, Huntsville, AL 35801 • 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
Keel Point Capital, Llc	Huntsville	AL	01/2016	06/2019
Keel Point, Llc	Huntsville	AL	01/2016	06/2019
Morgan Stanley	Huntsville	AL	07/2019	Present

01/2016 → 06/2019

Keel Point Capital, Llc

Huntsville, AL
01/2016 → 06/2019

Keel Point, Llc

Huntsville, AL
07/2019 → Present

Morgan Stanley

Huntsville, AL

Previous Registrations

2016-01-29 → 2019-07-01

Keel Point, Llc

Huntsville, AL

Huntsville, AL
2009-06-01 → 2016-02-02

Morgan Stanley

Huntsville, AL
2008-11-28 → 2009-06-01

Morgan Stanley & Co. Llc

Huntsville, AL

Other Businesses

*374985- Lily Flagg Mini Storage; Investment related No; Huntsville, AL; Mini storage unit rentals; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2003; During business hours: 0; After business hours: 2

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-10-10
S63	Uniform Securities Agent State Law Examination	1996-03-28

S65 Uniform Investment Adviser Law Examination

2008-10-10
S63 Uniform Securities Agent State Law Examination

1996-03-28

Other Names

Margaret B Aaron
Margaret Barnes Aaron
Margaret Aaron

View on SEC IAPD