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Lauren B Kennedy

Morgan Stanley

Beavercreek, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-23
OH RA APPROVED 2021-06-04
  • TX RA
    APPROVED
    Since 2021-07-23
  • OH RA
    APPROVED
    Since 2021-06-04

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • 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
Wealthshield Partners, Llc Cary NC 10/2020 03/2021
C.H. Dean, Llc Beavercreek OH 03/2019 10/2020
Edward Jones Beavercreek OH 04/2018 03/2019
Unemployed Beavercreek OH 06/2012 04/2018
Morgan Stanley Beavercreek OH 03/2021 Present
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 10/2020 → 03/2021
    Wealthshield Partners, Llc
    Cary, NC
  • 03/2019 → 10/2020
    C.H. Dean, Llc
    Beavercreek, OH
  • 04/2018 → 03/2019
    Edward Jones
    Beavercreek, OH
  • 06/2012 → 04/2018
    Unemployed
    Beavercreek, OH
  • 03/2021 → Present
    Morgan Stanley
    Beavercreek, OH
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-21
  • S66 Uniform Combined State Law Examination
    2021-06-21
Other Names
  • Lauren B Kennedy
  • Lauren Beth Kennedy
  • Lauren K Beach
  • Lauren Kennedy Beach

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.
EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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