Monica I Jaramillo Tatis

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-03
SC	RA	APPROVED	2022-08-30

TX RA
APPROVED

Since 2022-10-03
SC RA
APPROVED

Since 2022-08-30

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Charleston	SC	05/2022	Present
Tranzact	Tampa	FL	08/2021	04/2022
Independent Life Insurance Broker	Charleston	SC	12/2020	07/2021
American Income Life	Charlotte	NC	10/2020	12/2020
Rolling In The Dough Llc	Charleston	SC	03/2011	08/2020
Morgan Stanley Private Bank, N.A.	New York	NY	09/2022	Present

05/2022 → Present

Morgan Stanley Smith Barney Llc

Charleston, SC
08/2021 → 04/2022

Tranzact

Tampa, FL
12/2020 → 07/2021

Independent Life Insurance Broker

Charleston, SC
10/2020 → 12/2020

American Income Life

Charlotte, NC
03/2011 → 08/2020

Rolling In The Dough Llc

Charleston, SC
09/2022 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*673167- Kakaw LLC; Investment related-Yes; johns island, South Carolina; chocolate making; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 16;Chocolatier.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-30

S66 Uniform Combined State Law Examination

2022-08-30

Other Names

Monica Iveth Jaramillo Moncayo
Monica I Jaramillo-Tatis

View on SEC IAPD