Lauren Akers

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16

NY RA
APPROVED

Since 2021-06-16

Branch Locations

777 Township Line Road Suite 301, Yardley, PA 19067 • 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

Organization	City	State	From	To
Morgan Stanley Private Bank, N.A.	Lawrenceville	NJ	05/2013	Present
Morgan Stanley	Yardley	PA	05/2013	Present

05/2013 → Present

Morgan Stanley Private Bank, N.A.

Lawrenceville, NJ
05/2013 → Present

Morgan Stanley

Yardley, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-04-16

S63 Uniform Securities Agent State Law Examination

2016-04-16

Other Names

Lauren Theobald

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

VENTURA WEALTH MANAGEMENT

LPL FINANCIAL LLC

ALLSTATE FINANCIAL ADVISORS, LLC

CROSSOVER CAPITAL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MICHAEL STEVEN BROOKS

ANGELA MARY SPRENKLE

Kelley Danielle Smith

THOMAS MARTIN WICK

EDWARD CHRISTIAN GRUBER

MICHAEL R JOHNSON

SARAH NICOLE WAGNER FIORELLI

Abigail Page Wick

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA

OSAIC WEALTH, INC. · YARDLEY, PA

MML INVESTORS SERVICES, LLC · Yardley, PA

VENTURA WEALTH MANAGEMENT · YARDLEY, PA

LPL FINANCIAL LLC · YARDLEY, PA

ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA

CROSSOVER CAPITAL · YARDLEY, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

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