Sheri Lee Davidson

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-03
CA	RA	APPROVED	2022-01-11
TX	RA	APPROVED_RES	2021-11-29

AZ RA
APPROVED

Since 2026-02-03
CA RA
APPROVED

Since 2022-01-11
TX RA
APPROVED_RES

Since 2021-11-29

Branch Locations

Sahuarita, AZ • United States

1418 South Main Street Suite 200, Salinas, CA 93908 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Salinas	CA	12/2013	Present

12/2013 → Present

Morgan Stanley

Salinas, CA

Previous Registrations

2008-01-23 → 2008-06-04

Morgan Stanley & Co. Llc

Salinas, CA
1997-07-08 → 2006-05-04

Ubs Financial Services Inc.

Carmel, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-07
S66	Uniform Combined State Law Examination	2021-11-13
S63	Uniform Securities Agent State Law Examination	2014-08-06

S65 Uniform Investment Adviser Law Examination

2022-01-07
S66 Uniform Combined State Law Examination

2021-11-13
S63 Uniform Securities Agent State Law Examination

2014-08-06

Other Names

Sheri Lee Sewell
Sheri L Davidson

View on SEC IAPD