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David Hamilton Hooks

Morgan Stanley

Lakeland, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-09
FL RA APPROVED 2010-12-21
  • TX RA
    APPROVED
    Since 2012-01-09
  • FL RA
    APPROVED
    Since 2010-12-21

Branch Locations

225 East Lemon Street 1St Floor, Lakeland, FL 33801 • 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
Morgan Stanley Smith Barney Tampa FL 09/2010 03/2017
Morgan Stanley Lakeland FL 03/2017 Present
Morgan Stanley Private Bank, National Association New York NY 03/2017 Present
  • 09/2010 → 03/2017
    Morgan Stanley Smith Barney
    Tampa, FL
  • 03/2017 → Present
    Lakeland, FL
  • 03/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

* 254255 - YMCA of West Central FL; Investment related No; Lakeland, FL; Private Foundation; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 2; Business Development/Growth. *505628 - Trust; Investment related: Yes; Lakeland, Florida; Trust; Trustee/Co-Trustee; 06/2022; During business hours: 1; After business hours: 0; Investment Decisions/Advice *630097 - Swann City Rentals, LLC.; Investment related: Yes; Lakeland, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 3; Property Management, Real Estate Broker/Agent *661130- HHED Properties LLC; Investment related: Yes; Lakeland, Florida; Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements *663026 - Hollis H Hooks Family, LLC; Investment Related - Yes; Lakeland, Florida; Real Estate; Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2025; During Business Hours: 0; After Business Hours: 1; Check Signing/Funds Disbursements *664239 - Hooks Family GST LLC; Investment related: No; Greenwood Village, Colorado; Real Estate; No position as of now. Will likely become authorized indiviual at some point. (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-17
  • S66 Uniform Combined State Law Examination
    2010-12-17

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