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Katelan G Caffey

Morgan Stanley

Lafayette, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-22
LA RA APPROVED 2023-11-01
  • TX RA
    APPROVED
    Since 2023-11-22
  • LA RA
    APPROVED
    Since 2023-11-01

Branch Locations

400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • 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 Lafayette LA 09/2022 Present
Ubs Financial Services. Inc. Lafayette LA 07/2022 09/2022
Vermilion Parish School Board Abbeville LA 12/2012 07/2022
  • 09/2022 → Present
    Morgan Stanley
    Lafayette, LA
  • 07/2022 → 09/2022
    Ubs Financial Services. Inc.
    Lafayette, LA
  • 12/2012 → 07/2022
    Vermilion Parish School Board
    Abbeville, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-01
  • S66 Uniform Combined State Law Examination
    2023-11-01
Other Names
  • Katelan Granger Caffey

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
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