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Linda Marie Shank

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-28
FL RA APPROVED 2022-02-23
  • TX RA
    APPROVED
    Since 2022-04-28
  • FL RA
    APPROVED
    Since 2022-02-23

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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
Wells Fargo Advisors Llc Sarasota FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Sarasota FL 11/2016 07/2021
Morgan Stanley Smith Barney Llc Sarasota FL 07/2021 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Sarasota, FL
  • 11/2016 → 07/2021
    Wells Fargo Clearing Services, Llc
    Sarasota, FL
  • 07/2021 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-20
S63 Uniform Securities Agent State Law Examination 1984-10-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-20
  • S63 Uniform Securities Agent State Law Examination
    1984-10-29
Other Names
  • Marshall
  • Linda Marie Mearian
  • Linda Marie Mearian
  • Linda Carlile Mearian
  • Linda Marie Carlile
  • Linda Marie Marshall
  • Linda Marie Shank
  • Linda M Shank

View on SEC IAPD

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CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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