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Carla D Erikson

Morgan Stanley

Gainesville, GA

Sapphire, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-08
NC RA APPROVED 2022-07-15
GA RA APPROVED 2017-03-08
  • TX RA
    APPROVED_RES
    Since 2026-06-08
  • NC RA
    APPROVED
    Since 2022-07-15
  • GA RA
    APPROVED
    Since 2017-03-08

Branch Locations

340 Jesse Jewell Parkway Suite 550, Gainesville, GA 30501 • United States

Sapphire, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 11/1982 03/2017
Morgan Stanley Gainesville GA 03/2017 Present
Morgan Stanley Private Bank, National Association New York NY 03/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-24
S63 Uniform Securities Agent State Law Examination 1983-01-25
  • S65 Uniform Investment Adviser Law Examination
    1994-09-24
  • S63 Uniform Securities Agent State Law Examination
    1983-01-25
Other Names
  • Carla Denise Erikson
  • Carla D Britton

View on SEC IAPD

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GREGORY VINCENT KATULKA

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GAINESVILLE, GA
WILLIS INVESTMENT COUNSEL INC · GAINESVILLE, GA
RAYMOND JAMES & ASSOCIATES, INC. · Gainesville, GA
ANDERSON ADVISORS, INC. · GAINESVILLE, GA
CETERA INVESTMENT ADVISERS LLC · GAINESVILLE, GA
WELLS FARGO CLEARING SERVICES, LLC · GAINESVILLE, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GAINESVILLE, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Gainesville, GA

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