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Courtney Ann Wesley

Morgan Stanley

Grand Rapids, MI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-08
MI RA APPROVED 2026-01-19
  • TX RA
    APPROVED
    Since 2026-05-08
  • MI RA
    APPROVED
    Since 2026-01-19

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • 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
Lpl Financial Llc Ada MI 11/2021 12/2025
Scholten Landscape Grand Rapids MI 07/2021 11/2021
Bonefish Grill Grand Rapids MI 12/2018 11/2021
Kitchen 67 Grand Rapids MI 10/2018 12/2018
Bostons Fenton MI 12/2017 10/2018
Aldi Flint MI 07/2016 06/2017
Black Stones Flint MI 07/2017 01/2018
Under Armor Birch Run MI 01/2015 10/2017
Morgan Stanley Grand Rapids MI 01/2026 Present
  • 11/2021 → 12/2025
    Lpl Financial Llc
    Ada, MI
  • 07/2021 → 11/2021
    Scholten Landscape
    Grand Rapids, MI
  • 12/2018 → 11/2021
    Bonefish Grill
    Grand Rapids, MI
  • 10/2018 → 12/2018
    Kitchen 67
    Grand Rapids, MI
  • 12/2017 → 10/2018
    Bostons
    Fenton, MI
  • 07/2016 → 06/2017
    Aldi
    Flint, MI
  • 07/2017 → 01/2018
    Black Stones
    Flint, MI
  • 01/2015 → 10/2017
    Under Armor
    Birch Run, MI
  • 01/2026 → Present
    Morgan Stanley
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-27
  • S66 Uniform Combined State Law Examination
    2025-01-27
Other Names
  • Courtney Ann Burt

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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