Courtney E Joyner

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-13
NC	RA	APPROVED	2022-09-26

TX RA
APPROVED

Since 2022-10-13
NC RA
APPROVED

Since 2022-09-26

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • 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	Charlotte	NC	06/2022	Present
Stanley Black And Decker	Fort Worth	TX	07/2019	01/2021
Stanley Black And Decker	Charlotte	NC	02/2021	05/2022
North Carolina State University	Raleigh	NC	08/2015	05/2019
Morgan Stanley Private Bank, N.A.	New York	NY	09/2022	Present

06/2022 → Present

Morgan Stanley Smith Barney Llc

Charlotte, NC
07/2019 → 01/2021

Stanley Black And Decker

Fort Worth, TX
02/2021 → 05/2022

Stanley Black And Decker

Charlotte, NC
08/2015 → 05/2019

North Carolina State University

Raleigh, NC
09/2022 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*506636 : Corepower Yoga ; Investment related : No ; Charlotte; North Carolina ; Recreation ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 05/2021 ; During business hours : 0 ; After business hours : 24 ; Fitness Instructor

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-26

S66 Uniform Combined State Law Examination

2022-09-26

View on SEC IAPD