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William L Evans

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-03
GA RA APPROVED 2023-10-31
  • TX RA
    APPROVED
    Since 2023-11-03
  • GA RA
    APPROVED
    Since 2023-10-31

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • 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
E*Trade Securities Llc Alpharetta GA 07/2022 Present
Carmax Norcross GA 09/2020 07/2022
General Dynamics Groton CT 08/1986 04/2020
Semi-Retired Job Search From Home Johns Creek GA 04/2020 09/2020
E*Trade Capital Management Llc Alpharetta GA 07/2022 Present
Morgan Stanley Alpharetta GA 09/2023 Present
Morgan Stanley Alpharetta GA 09/2023 Present
  • 07/2022 → Present
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2020 → 07/2022
    Carmax
    Norcross, GA
  • 08/1986 → 04/2020
    General Dynamics
    Groton, CT
  • 04/2020 → 09/2020
    Semi-Retired Job Search From Home
    Johns Creek, GA
  • 07/2022 → Present
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 09/2023 → Present
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → Present
    Morgan Stanley
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30
Other Names
  • Bill Evans

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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