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Janice Sue Phelps

Morgan Stanley

Beavercreek, OH

Centerville, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-07-10
  • OH RA
    APPROVED
    Since 2017-07-10

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States

7777 Washington Village Drive Suite 100, Centerville, OH 45459 • 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
Ubs Financial Services Miamisburg OH 12/2006 04/2017
Morgan Stanley Centerville OH 04/2017 Present
  • 12/2006 → 04/2017
    Ubs Financial Services
    Miamisburg, OH
  • 04/2017 → Present
    Morgan Stanley
    Centerville, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
  • S66 Uniform Combined State Law Examination
    2014-05-09
Other Names
  • Janice Sue Phelps

View on SEC IAPD

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EQUITY SERVICES, INC. · BEAVERCREEK, OH
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STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
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