Best Investors Account Sign in

William A Trapp

Morgan Stanley

Florence, AL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-07-27
AL RA APPROVED 2020-09-18
TX RA APPROVED 2020-09-18
  • TN RA
    APPROVED
    Since 2022-07-27
  • AL RA
    APPROVED
    Since 2020-09-18
  • TX RA
    APPROVED
    Since 2020-09-18

Branch Locations

201 South Court Street 4Th Floor, Florence, AL 35630 • 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 Florence AL 04/2009 09/2020
Bank Of America, N.A. Florence AL 05/2011 09/2020
Morgan Stanley Smith Barney Llc Florence AL 09/2020 Present
Morgan Stanley Private Bank, N.A New York NY 10/2020 Present
  • 04/2009 → 09/2020
    Florence, AL
  • 05/2011 → 09/2020
    Bank Of America, N.A.
    Florence, AL
  • 09/2020 → Present
    Morgan Stanley Smith Barney Llc
    Florence, AL
  • 10/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

1. *417723 - Single Lock Records; Investment related - Yes; Florence, Alabama; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 0; After business hours: 5; Investment Decisions/Advice *513536 - The Hundred Club of the Shoals; Investment related: No; Florence, Alabama; Non-Profit, Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1; Administrative I*90481 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PCA FOUNDATION INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LAWRENCEVILLE, GEORGIA 30043 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMMITTEE MEMBER FOR THE PCA FOUNDATION INVESTMENTS *462159 - Savas; Investment related No; Nashville, Tennessee; Retail/Online Stores; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 2; After business hours: 4; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-29
  • S66 Uniform Combined State Law Examination
    2009-07-29
Other Names
  • Will Trapp

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Florence, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor