Arjun Venu

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2022-02-14
TX	RA	APPROVED_RES	2020-05-05
MD	RA	APPROVED	2016-12-12

VA RA
APPROVED

Since 2022-02-14
TX RA
APPROVED_RES

Since 2020-05-05
MD RA
APPROVED

Since 2016-12-12

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	Potomac	MD	10/2016	01/2017
N/A	Fairfax	VA	05/2014	10/2016
Morgan Stanley	Potomac	MD	01/2017	Present

10/2016 → 01/2017

Morgan Stanley

Potomac, MD
05/2014 → 10/2016

N/A

Fairfax, VA
01/2017 → Present

Morgan Stanley

Potomac, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-12

S66 Uniform Combined State Law Examination

2016-12-12

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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