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Mark Norwood Lindblom

Morgan Stanley

West Palm Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
FL RA APPROVED 2018-09-04
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2018-09-04

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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
Independent Portfolio Consultants, Inc. Boca Raton FL 04/2013 01/2017
Managed Account Services, Llc Malvern PA 04/2013 01/2017
Unemployed West Palm Beach FL 01/2017 07/2018
Morgan Stanley West Palm Beach FL 07/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2018 Present
  • 04/2013 → 01/2017
    Independent Portfolio Consultants, Inc.
    Boca Raton, FL
  • 04/2013 → 01/2017
    Managed Account Services, Llc
    Malvern, PA
  • 01/2017 → 07/2018
    Unemployed
    West Palm Beach, FL
  • 07/2018 → Present
    Morgan Stanley
    West Palm Beach, FL
  • 08/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2013-06-07 → 2017-01-06
    Independent Portfolio Consultants, Inc.
    Boca Raton, FL
  • 2010-04-14 → 2010-12-23
    Morgan Stanley
    Palm Beach, FL
    W. Palm Beach, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-10
S65 Uniform Investment Adviser Law Examination 2013-05-20
  • S63 Uniform Securities Agent State Law Examination
    2018-10-10
  • S65 Uniform Investment Adviser Law Examination
    2013-05-20
Other Names
  • Boomer Lindblom

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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