Best Investors Account Sign in

Kimberly Michelle Akuna

Morgan Stanley

Clayton, MO

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-12
MO RA APPROVED 2022-09-09
  • TX RA
    APPROVED
    Since 2023-06-12
  • MO RA
    APPROVED
    Since 2022-09-09

Branch Locations

7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • 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
Ameriprise Financial Services, Llc Clayton MO 12/2019 03/2022
Bjc Healthcare Saint Louis MO 03/2015 12/2019
Bjc Healthcare Saint Louis MO 03/2015 Present
De Novo, Llc Saint Charles MO 06/2013 Present
Morgan Stanley Clayton MO 04/2022 Present
Morgan Stanley Private Bank, N.A New York NY 04/2022 Present
  • 12/2019 → 03/2022
    Ameriprise Financial Services, Llc
    Clayton, MO
  • 03/2015 → 12/2019
    Bjc Healthcare
    Saint Louis, MO
  • 03/2015 → Present
    Bjc Healthcare
    Saint Louis, MO
  • 06/2013 → Present
    De Novo, Llc
    Saint Charles, MO
  • 04/2022 → Present
    Clayton, MO
  • 04/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

Real Estate Ownership; AirBNB Suite that is part of my primary residence; Saint Charles, MO 63301; Not Investment Related; January 2020. Business Ownership; De Novo LLC; Owner; Owned rental property but property has been sold; Saint Charles, MO 63301; Not Investment Related; June 2013; 0 hours per month; 0 during trading hours. Outside Employment; BJC Healthcare; Exercise Specialist; St. Louis, MO 63108; Not Investment Related; March 2015; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. *675665- self; Investment related: No; Saint Charles, Missouri; private yoga instruction; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 2; After business hours: 0; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Other Names
  • Kimberly Akuna

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clayton, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor