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William M Marsh

Morgan Stanley

Tampa, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-17
TX RA APPROVED_RES 2019-07-16
  • FL RA
    APPROVED
    Since 2019-07-17
  • TX RA
    APPROVED_RES
    Since 2019-07-16

Branch Locations

18302 Highwoods Preserve Pkwy Suite 100, Tampa, FL 33647 • 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
Usaa Financial Planning Services Tampa FL 03/2016 04/2019
Usaa Financial Advisors, Inc. Tampa FL 03/2016 04/2019
Usaa Investment Management Company San Antonio TX 01/2018 04/2019
Morgan Stanley Tampa FL 07/2019 Present
Morgan Stanley Private Bank, N.A New York NY 11/2019 Present
  • 03/2016 → 04/2019
    Usaa Financial Planning Services
    Tampa, FL
  • 03/2016 → 04/2019
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 01/2018 → 04/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → Present
    Morgan Stanley
    Tampa, FL
  • 11/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2018-01-08 → 2019-05-02
    Usaa Investment Services Company
    San Antonio, TX
  • 2016-03-29 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
  • 2013-08-16 → 2016-01-27
    Waddell & Reed
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-15
  • S66 Uniform Combined State Law Examination
    2013-08-15
Other Names
  • William Michael Marsh
  • William Marsh

View on SEC IAPD

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