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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2019-09-04
TX RA APPROVED_RES 2019-09-03
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2019-09-04
  • TX RA
    APPROVED_RES
    Since 2019-09-03

Branch Locations

Oceanside, NY • United States

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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
Ubs Financial Services Inc. Weehawken NJ 04/2015 04/2017
Ubs Financial Services Inc. Weehawken NJ 04/2017 08/2019
Morgan Stanley Smith Barney Llc Garden City NY 08/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-09
S63 Uniform Securities Agent State Law Examination 2011-07-21
  • S66 Uniform Combined State Law Examination
    2015-10-09
  • S63 Uniform Securities Agent State Law Examination
    2011-07-21
Other Names
  • Jackie Cleary
  • Jacqueline Lee Cleary
  • Jacqueline Cleary

View on SEC IAPD

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