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Lacey Dolores Wedell

Morgan Stanley

Pleasanton, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-02
CA RA APPROVED 2018-09-17
  • TX RA
    APPROVED
    Since 2020-03-02
  • CA RA
    APPROVED
    Since 2018-09-17

Branch Locations

4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • 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 Los Gatos CA 12/2006 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2019 Present
  • 12/2006 → Present
    Morgan Stanley
    Los Gatos, CA
  • 01/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-17
S63 Uniform Securities Agent State Law Examination 2011-12-14
  • S65 Uniform Investment Adviser Law Examination
    2018-09-17
  • S63 Uniform Securities Agent State Law Examination
    2011-12-14
Other Names
  • Lacey Dolores Dennis

View on SEC IAPD

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