Best Investors Account Sign in

Sarah E Casey

Morgan Stanley

Winston-Salem, NC

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-31
NC RA APPROVED 2023-07-05
  • TX RA
    APPROVED
    Since 2023-07-31
  • NC RA
    APPROVED
    Since 2023-07-05

Branch Locations

100 North Main Street Suite 2500, Winston-Salem, NC 27101 • 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 Winston-Salem NC 02/2023 Present
Khrg Reynolds Llc Winston Salem NC 12/2022 Present
Unemployed Wellesley MA 02/2022 11/2022
Vami Llc Boston MA 10/2020 01/2022
Unemployed Boston MA 01/2020 10/2020
Wayfair Boston MA 02/2019 01/2020
Unemployed Charlotte NC 12/2018 01/2019
Baker Interiors Group Hickory NC 07/2017 11/2018
Bolier & Company New York NY 07/2013 06/2017
  • 02/2023 → Present
    Morgan Stanley
    Winston-Salem, NC
  • 12/2022 → Present
    Khrg Reynolds Llc
    Winston Salem, NC
  • 02/2022 → 11/2022
    Unemployed
    Wellesley, MA
  • 10/2020 → 01/2022
    Vami Llc
    Boston, MA
  • 01/2020 → 10/2020
    Unemployed
    Boston, MA
  • 02/2019 → 01/2020
    Wayfair
    Boston, MA
  • 12/2018 → 01/2019
    Unemployed
    Charlotte, NC
  • 07/2017 → 11/2018
    Baker Interiors Group
    Hickory, NC
  • 07/2013 → 06/2017
    Bolier & Company
    New York, NY
Other Businesses

1. *541398 - The Katharine Brasserie & Bar - The Kimpton Hotel & Restaurant Group, LLC; Investment related No; Winston Salem, North Carolina; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 0; After business hours: 60; Labor/Service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-05
  • S66 Uniform Combined State Law Examination
    2023-07-05

View on SEC IAPD

Other Firms

SALEM INVESTMENT COUNSELORS INC
JT STRATFORD, LLC
DARDA FINANCIAL
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

More in Winston-salem, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor