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Samuel R Lacy

Morgan Stanley

Austin, TX

Palo Alto, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-29
TX RA APPROVED 2025-03-19
  • CA RA
    APPROVED
    Since 2025-06-29
  • TX RA
    APPROVED
    Since 2025-03-19

Branch Locations

8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States

1400 Page Mill Road, Palo Alto, CA 94304 • 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 Austin TX 05/2024 Present
Dominos Leander TX 01/2020 08/2022
Morgan Stanley Austin TX 02/2023 10/2023
Donnie Ayers Llc Austin TX 09/2023 03/2024
Unemployed Austin TX 01/2014 01/2020
Unemployed Austin TX 08/2022 02/2023
  • 05/2024 → Present
    Morgan Stanley
    Austin, TX
  • 01/2020 → 08/2022
    Dominos
    Leander, TX
  • 02/2023 → 10/2023
    Morgan Stanley
    Austin, TX
  • 09/2023 → 03/2024
    Donnie Ayers Llc
    Austin, TX
  • 01/2014 → 01/2020
    Unemployed
    Austin, TX
  • 08/2022 → 02/2023
    Unemployed
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23
Other Names
  • Samuel R Lacy
  • Sam Lacy

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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