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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-03
FL RA APPROVED 2022-09-07
  • TX RA
    APPROVED_RES
    Since 2022-10-03
  • FL RA
    APPROVED
    Since 2022-09-07

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • 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
Usaa Financial Advisor, Inc. Tampa FL 08/2016 03/2017
Usaa Financial Planning Service Insurance Agency, Inc. Tampa FL 12/2013 10/2016
Usaa Financial Planning Services Tampa FL 10/2016 03/2017
Scentsy Meridian ID 08/2015 01/2019
Ubs Financial Services Inc. Tampa FL 03/2017 10/2018
Navy Federal Credit Union Tampa FL 10/2018 10/2019
Ubs Financial Services Inc. Tampa FL 10/2019 08/2022
Morgan Stanley Smith Barney Llc Bradenton FL 08/2022 Present
  • 08/2016 → 03/2017
    Usaa Financial Advisor, Inc.
    Tampa, FL
  • 12/2013 → 10/2016
    Usaa Financial Planning Service Insurance Agency, Inc.
    Tampa, FL
  • 10/2016 → 03/2017
    Usaa Financial Planning Services
    Tampa, FL
  • 08/2015 → 01/2019
    Scentsy
    Meridian, ID
  • 03/2017 → 10/2018
    Tampa, FL
  • 10/2018 → 10/2019
    Navy Federal Credit Union
    Tampa, FL
  • 10/2019 → 08/2022
    Tampa, FL
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    Bradenton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-14
S63 Uniform Securities Agent State Law Examination 2016-10-10
  • S66 Uniform Combined State Law Examination
    2017-06-14
  • S63 Uniform Securities Agent State Law Examination
    2016-10-10
Other Names
  • Jamie Ledee Batista
  • Jamie Kristina Batista
  • Jamie Ledee
  • Jamie Kristina Ledee

View on SEC IAPD

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