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Beth A Boylan

Morgan Stanley

Indianapolis, IN

Chicago, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-19
IN RA APPROVED 2023-11-16
TX RA APPROVED_RES 2023-05-24
VT RA APPROVED 2021-06-03
  • IL RA
    APPROVED
    Since 2026-08-19
  • IN RA
    APPROVED
    Since 2023-11-16
  • TX RA
    APPROVED_RES
    Since 2023-05-24
  • VT RA
    APPROVED
    Since 2021-06-03

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States

233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • 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
Bkd Wealth Advisors, Llc Indianapolis IN 05/2016 06/2019
Avalon Wealth Advisory, Inc. Fishers IN 08/2019 12/2020
Morgan Stanley Indianapolis IN 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-27
S66 Uniform Combined State Law Examination 2007-07-17
  • S63 Uniform Securities Agent State Law Examination
    2021-08-27
  • S66 Uniform Combined State Law Examination
    2007-07-17
Other Names
  • Beth Allison Keisling
  • Beth A Harshman
  • Beth Allison Boylan

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

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