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Jeffrey M Urbin

Morgan Stanley

Cleveland, OH

Avon Lake, OH

Westlake, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-27
OH RA APPROVED 2021-07-30
  • TX RA
    APPROVED_RES
    Since 2023-09-27
  • OH RA
    APPROVED
    Since 2021-07-30

Branch Locations

200 Public Square Suite 2600, Cleveland, OH 44114 • United States

Avon Lake, OH • United States

159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • 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
Pnc Investments Cleveland OH 12/2015 06/2021
Morgan Stanley Westlake OH 07/2021 Present
  • 12/2015 → 06/2021
    Pnc Investments
    Cleveland, OH
  • 07/2021 → Present
    Morgan Stanley
    Westlake, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
  • S66 Uniform Combined State Law Examination
    2016-02-01
Other Names
  • Jeffrey M. Urbin
  • Jeff Urbin
  • Jeffrey Michael Urbin

View on SEC IAPD

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