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Grace Louise Carter-Lambert

Morgan Stanley

Grand Rapids, MI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-03-24
MI RA APPROVED 2010-10-12
  • TX RA
    APPROVED
    Since 2011-03-24
  • MI RA
    APPROVED
    Since 2010-10-12

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • 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 Grand Rapids MI 01/2014 Present
  • 01/2014 → Present
    Morgan Stanley Smith Barney Llc
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-21
S63 Uniform Securities Agent State Law Examination 1997-05-13
  • S66 Uniform Combined State Law Examination
    2010-09-21
  • S63 Uniform Securities Agent State Law Examination
    1997-05-13
Other Names
  • Grace Louise Carter

View on SEC IAPD

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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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