Robert James Hoagland

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2015-10-05
DC	RA	APPROVED	2014-09-29
TX	RA	APPROVED	2014-09-19

MD RA
APPROVED

Since 2015-10-05
DC RA
APPROVED

Since 2014-09-29
TX RA
APPROVED

Since 2014-09-19

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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
Morgan Stanley	Washington	DC	07/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

07/2014 → Present

Morgan Stanley

Washington, DC
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-18

S66 Uniform Combined State Law Examination

2014-09-18

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

WEALTHSPIRE ADVISORS

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

PATHSTONE · Potomac, MD

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