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John Robert Beard

Morgan Stanley

Wayzata, MN

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-18
TX RA APPROVED_RES 2009-06-01
  • MN RA
    APPROVED
    Since 2013-11-18
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

445 East Lake Street Suite 320, Wayzata, MN 55391 • 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 Smith Barney Wayzata MN 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Wayzata, MN
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-05-10 → 2009-06-01
    Morgan Stanley & Co. Llc
    Wayzata, MN
Other Businesses

1. LESSARD-SAMS OUTDOOR HERITAGE COUNCIL; ST.PAUL, MN; LEGISLATIVE COMMISSION TO PROMOTE CONSERVATION; CITIZEN MEMBER; DUTIES-RECOMMEND TO THE STATE LEGISLATURE HOW TO BEST ALLOCATE TAX DOLLARS FOR THE ENVIRONMENT; 4 HOURS PER WEEK-HALF DURING NORMAL TRADING HOURS; 01/2011 2.*538532 - GYRO Club; Investment related: No; Edina, Minnesota; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 6; Marketing

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-01-08
  • S63 Uniform Securities Agent State Law Examination
    1980-01-08

View on SEC IAPD

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