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Kylan Lamont Smith

Morgan Stanley

Washington, DC

Charlotte, NC

Charlotte, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-05-16
TX RA APPROVED 2022-04-25
NC RA APPROVED 2022-02-14
  • DC RA
    APPROVED
    Since 2022-05-16
  • TX RA
    APPROVED
    Since 2022-04-25
  • NC RA
    APPROVED
    Since 2022-02-14

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

4064 Colony Road Suite 460, Charlotte, NC 28211 • 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
Wells Fargo Bank Charlotte NC 09/2013 02/2022
Morgan Stanley Smith Barney Llc Charlotte NC 02/2022 Present
Morgan Stanley Private Bank, N.A. New York NY 03/2022 Present
  • 09/2013 → 02/2022
    Wells Fargo Bank
    Charlotte, NC
  • 02/2022 → Present
    Morgan Stanley Smith Barney Llc
    Charlotte, NC
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2009-11-16 → 2012-02-14
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Other Names
  • Kylan Vickerson Lamont
  • Kylan Vickerson Lamont
  • Kylan L Smith

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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