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Paul C Alexander

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-31
FL RA APPROVED 2021-05-03
  • TX RA
    APPROVED
    Since 2025-01-31
  • FL RA
    APPROVED
    Since 2021-05-03

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 07/2010 04/2021
Bank Of America, N.A. Sarasota FL 11/2010 04/2021
Morgan Stanley Smith Barney Llc Sarasota FL 04/2021 Present
Morgan Stanley Private Bank, N.A New York NY 06/2021 Present
  • 07/2010 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sarasota, FL
  • 11/2010 → 04/2021
    Bank Of America, N.A.
    Sarasota, FL
  • 04/2021 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 06/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-27
S63 Uniform Securities Agent State Law Examination 2008-12-03
  • S66 Uniform Combined State Law Examination
    2010-09-27
  • S63 Uniform Securities Agent State Law Examination
    2008-12-03
Other Names
  • Paul Alexander
  • Paul Charles Alexander

View on SEC IAPD

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CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
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