Best Investors Account Sign in

Udel Richardson

Morgan Stanley

Atlanta, GA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-05
TX RA APPROVED_RES 2023-05-25
  • GA RA
    APPROVED
    Since 2023-06-05
  • TX RA
    APPROVED_RES
    Since 2023-05-25

Branch Locations

5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Atlanta GA 04/2016 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 05/2023
Morgan Stanley Smith Barney Llc Atlanta GA 05/2023 Present
Morgan Stanley Private Bank, N.A New York NY 06/2023 Present
  • 04/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Atlanta, GA
  • 11/2016 → 05/2023
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
  • 05/2023 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 06/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2016-04-11 → 2023-05-31
    Wells Fargo Clearing Services, Llc
    Douglasville, GA
    Lithia Springs, GA
    Riverdale, GA
    Villa Rica, GA
    Marietta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Lithia Springs, GA
    Morrow, GA
    Morrow, GA
    Forest Park, GA
    Morrow, GA
    Jonesboro, GA
    Fayetteville, GA
    East Point, GA
    Hapeville, GA
    Atlanta, GA
    Lithia Springs, GA
    Marietta, GA
  • 2013-09-23 → 2016-04-13
    Edward Jones
    Kennesaw, GA
    Marietta, GA
    St Louis, MO
    Marietta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-26
  • S66 Uniform Combined State Law Examination
    2013-07-26
Other Names
  • Udel Richardson
  • Udel Richardson

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor