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Mary H Wollstein

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-08-10
TX RA APPROVED 2017-08-04
  • GA RA
    APPROVED
    Since 2017-08-10
  • TX RA
    APPROVED
    Since 2017-08-04

Branch Locations

2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • 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 New York NY 05/1982 08/2017
Morgan Stanley Alpharetta GA 08/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-26
S63 Uniform Securities Agent State Law Examination 1983-11-18
  • S66 Uniform Combined State Law Examination
    2003-08-26
  • S63 Uniform Securities Agent State Law Examination
    1983-11-18
Other Names
  • Mary Helene Wollstein
  • Helene Wollstein
  • Helene Helene Wollstein

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
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