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Alix Alexis

Morgan Stanley

Plantation, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-05
TX RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-05
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

1200 South Pine Island Road Suite 800, Plantation, FL 33324 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 06/2014 09/2023
Bank Of America, N.A. Fort Lauderdale FL 01/2015 09/2023
Morgan Stanley Smith Barney Llc Plantation FL 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 06/2014 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fort Lauderdale, FL
  • 01/2015 → 09/2023
    Bank Of America, N.A.
    Fort Lauderdale, FL
  • 09/2023 → Present
    Morgan Stanley Smith Barney Llc
    Plantation, FL
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-04
  • S66 Uniform Combined State Law Examination
    2014-09-04
Designations

View on SEC IAPD

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Other Offices

EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL
MML INVESTORS SERVICES, LLC · PLANTATION, FL
OSAIC ADVISORY SERVICES, LLC · Plantation, FL
STERLING WEALTH ADVISORS, INC. · PLANTATION, FL
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