Best Investors Account Sign in

Julie Kay Vogt

Morgan Stanley

Cedar Rapids, IA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-07
FL RA APPROVED 2014-01-21
IA RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2021-01-07
  • FL RA
    APPROVED
    Since 2014-01-21
  • IA RA
    APPROVED
    Since 2009-06-01

Branch Locations

600 3Rd Avenue Southeast Suite 100, Cedar Rapids, IA 52401 • 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
Morgan Stanley Cedar Rapids IA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley
    Cedar Rapids, IA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-05-20 → 2009-06-01
    Morgan Stanley & Co. Llc
    West Des Moines, IA
    Cedar Rapids, IA
  • 2008-01-01 → 2008-04-08
    Wells Fargo Clearing Services, Llc
    Cedar Rapids, IA
  • 2001-09-04 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Fort Myers, FL
    Fort Myers, FL
    Cedar Rapids, IA
    St. Louis, MO
Other Businesses

JV Operations, Inc.; Not investment related; Atkins, IA; Treasurer; Start date: 01/2011; During business hours: 0; After business hours: 2

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-09-14
  • S63 Uniform Securities Agent State Law Examination
    1989-09-14
Other Names
  • Julie K Cantonwine
  • Julie Kay Vansickel

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor