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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-06-05
TX RA APPROVED_RES 2015-02-06
  • AZ RA
    APPROVED
    Since 2015-06-05
  • TX RA
    APPROVED_RES
    Since 2015-02-06

Branch Locations

Mesa, AZ • United States

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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 Scottsdale AZ 02/2015 Present
Morgan Stanley Private Bank, National Association New York NY 04/2015 Present
  • 02/2015 → Present
    Scottsdale, AZ
  • 04/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*670240 - REAL Renewables LLC; Investment related: Yes; Mesa, Arizona; Oil/Energy; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 5; Providing capital to renewable energy projects

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-26
S63 Uniform Securities Agent State Law Examination 2010-11-20
  • S66 Uniform Combined State Law Examination
    2015-05-26
  • S63 Uniform Securities Agent State Law Examination
    2010-11-20
Other Names
  • Eric Olson

View on SEC IAPD

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