Lonna J Near

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-03
WI	RA	APPROVED	2024-04-30

TX RA
APPROVED

Since 2024-05-03
WI RA
APPROVED

Since 2024-04-30

Branch Locations

2124 Kohler Memorial Dr. Suite 230, Sheboygan, WI 53081 • 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	Sheboygan	WI	02/2023	Present
Howards Grove School District	Howards Grove	WI	11/2011	02/2023

02/2023 → Present

Morgan Stanley

Sheboygan, WI
11/2011 → 02/2023

Howards Grove School District

Howards Grove, WI

Other Businesses

*544536 - Legal Shield; Investment related - No; Ada, Oklahoma; legal services and identity theft monitoring services; Independent Associate (proprietor, partner, officer, director, employee, trustee, agent); 12/1998; During business hours: 0; After business hours: 0; Sales/Marketing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-30

S66 Uniform Combined State Law Examination

2024-04-30

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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