Best Investors Account Sign in

Phillip Kurt Elliott

Morgan Stanley

Oklahoma City, OK

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-06-16
TX RA APPROVED 2023-06-16
  • OK RA
    APPROVED
    Since 2023-06-16
  • TX RA
    APPROVED
    Since 2023-06-16

Branch Locations

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • 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
Edward Jones Saint Louis MO 10/2009 12/2019
Ubs Financial Services, Inc. Oklahoma City OK 12/2019 06/2023
Morgan Stanley Smith Barney Llc Oklahoma City OK 06/2016 Present
Morgan Stanley Private Bank, N.A New York NY 08/2023 Present
  • 10/2009 → 12/2019
    Saint Louis, MO
  • 12/2019 → 06/2023
    Oklahoma City, OK
  • 06/2016 → Present
    Morgan Stanley Smith Barney Llc
    Oklahoma City, OK
  • 08/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

Rock N Roll Imports / Beverage / Santa Monica, CA / Start 23-May-2017 / Silent Owner of .75% / 0 Hours Devoted Monthly / 0 During Trading Hours / No responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-24
  • S66 Uniform Combined State Law Examination
    2010-01-24
Designations
Other Names
  • Phillip Kurt Elliott
  • Phillip Elliott
  • Kurt Elliott

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor