Robert Franklin Runkle

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-07-27
AL	RA	APPROVED	2021-02-22
FL	RA	APPROVED	2021-02-22
TX	RA	APPROVED_RES	2021-02-19

GA RA
APPROVED

Since 2022-07-27
AL RA
APPROVED

Since 2021-02-22
FL RA
APPROVED

Since 2021-02-22
TX RA
APPROVED_RES

Since 2021-02-19

Branch Locations

Inlet Beach, FL • United States

4458 Legendary Drive Suite 300, Destin, FL 32541 • United States

7515 Halcyon Summit Drive, Montgomery, AL 36117 • United States

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Montgomery	AL	01/1983	02/2021
Bank Of America, N.A.	Montgomery	AL	11/2009	02/2021
Morgan Stanley Smith Barney Llc	Montgomery	AL	02/2021	Present
Morgan Stanley Smith Barney Llc	Destin	FL	02/2021	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2021	Present

01/1983 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Montgomery, AL
11/2009 → 02/2021

Bank Of America, N.A.

Montgomery, AL
02/2021 → Present

Morgan Stanley Smith Barney Llc

Montgomery, AL
02/2021 → Present

Morgan Stanley Smith Barney Llc

Destin, FL
03/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

1984-11-21 → 2021-02-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Montgomery, AL

Montgomery, AL

Destin, FL

Atlanta, GA

Other Businesses

1. *438567 - Power of Attorney; Investment related - Yes; Santa Rosa Beach, Florida; 05/2021; During business hours: 1; After business hours: 0; 2. *429219 - Trust; Investment related - Yes; Montgomery, Alabama; Successor Trustee 01/2015; During business hours: 1; After business hours: 0; 3.*511648- Trust; Investment related-Yes; Santa Rosa Beach, Florida; 03/2021; During business hours: 2; After business hours: 1 4.*511811- Trust; Investment related-Yes; Santa Rosa Beach, Florida; 03/2021; During business hours: 2; After business hours: 1 5.*511847- Trust ; Investment related-Yes; Santa Rosa Beach, Florida;03/2022; During business hours: 2; After business hours: 1 6.*511852- Trust; Investment related-Yes; Santa Rosa Beach , Florida; 03/2021; During business hours: 2; After business hours: 1 7. *429222 - Montgomery Museum of Fine arts; Investment related: No; Montgomery, Alabama; Art/Culture; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 1; After business hours: 3; Administrative

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-09-30
S63	Uniform Securities Agent State Law Examination	1983-04-13

S65 Uniform Investment Adviser Law Examination

1993-09-30
S63 Uniform Securities Agent State Law Examination

1983-04-13

View on SEC IAPD