Best Investors Account Sign in

Robert K. David

Morgan Stanley

Columbus, GA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-02-07
GA RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2014-02-07
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

945 Broadway, Columbus, GA 31901 • 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 Columbus GA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Columbus, GA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

*510336 - POA; Investment related: Yes; Columbus, Georgia; POA; POA; 08/2022; During business hours: 2; After business hours: 0; Other

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-10-15
  • S63 Uniform Securities Agent State Law Examination
    1987-10-15
Other Names
  • Bob David
  • Robert Kendrick David
  • Robert Kendrick David Jr
  • Robert Kendrick David
  • Robert K. David Jr.

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Other Investors

S JAY PARKER
WHITNEY E SHACKELFORD
Brandy Mae Otterbacher Ragan
LISA SINDLE STEPPE
JOHN DITMAN FLORY
JASON M KELLY
DAVID CHRISTOPHER HANCOCK
GINA L HALL

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, GA
EDWARD JONES · Columbus, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
EAGLE STRATEGIES LLC · COLUMBUS, GA
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus, GA

More in Columbus, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor