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Katelyn E Goodwin

Morgan Stanley

Newport, RI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-12
RI RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-12
  • RI RA
    APPROVED
    Since 2024-07-01

Branch Locations

284-286 Bellevue Avenue, Newport, RI 02840 • 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
Morgan Stanley Newport RI 02/2024 Present
Goldman Sachs & Co Llc New York NY 10/2021 02/2024
Complex Media, Inc New York NY 10/2018 10/2021
Sony Music Entertainment New York NY 03/2016 03/2018
Bounce Sporting Club (New Lounge 4324 Llc) New York NY 08/2015 01/2017
Gospel (Ambleside Partners Llc) New York NY 03/2018 10/2018
Morgan Stanley Private Bank, N.A New York NY 06/2024 Present
  • 02/2024 → Present
    Morgan Stanley
    Newport, RI
  • 10/2021 → 02/2024
    Goldman Sachs & Co Llc
    New York, NY
  • 10/2018 → 10/2021
    Complex Media, Inc
    New York, NY
  • 03/2016 → 03/2018
    Sony Music Entertainment
    New York, NY
  • 08/2015 → 01/2017
    Bounce Sporting Club (New Lounge 4324 Llc)
    New York, NY
  • 03/2018 → 10/2018
    Gospel (Ambleside Partners Llc)
    New York, NY
  • 06/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2024-07-01
Other Names
  • Katelyn Elizabeth Goodwin
  • Katelyn E Goodwin
  • Katelyn E Goodwin Giacobbi

View on SEC IAPD

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JASON LEONARD BERTSCH
IAN SCOTT GERRIOR
TERENCE JOSEPH GLACKIN

Other Offices

YOUNG RICHARD C & CO LTD · NEWPORT, RI
J.P. MORGAN SECURITIES LLC · Newport, RI
NEWEDGE ADVISORS · Newport, RI
OSAIC WEALTH, INC. · NEWPORT, RI
UBS FINANCIAL SERVICES INC. · Newport, RI
COMMONWEALTH FINANCIAL NETWORK · NEWPORT, RI
CETERA INVESTMENT ADVISERS LLC · NEWPORT, RI
FACTOR INVESTING GROUP · Newport, RI

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