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Blake A Waldron

Morgan Stanley

Venice, 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 2020-04-23
FL RA APPROVED 2018-06-05
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2018-06-05

Branch Locations

333 South Tamiami Trail Suite 199, Venice, FL 34285 • 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
Morgan Stanley Venice FL 02/2017 Present
West Marine Sarasota FL 04/2010 01/2017
Morgan Stanley Private Bank, N.A. New York NY 03/2018 Present
  • 02/2017 → Present
    Morgan Stanley
    Venice, FL
  • 04/2010 → 01/2017
    West Marine
    Sarasota, FL
  • 03/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-16
S63 Uniform Securities Agent State Law Examination 2017-12-18
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-18
Other Names
  • Blake Waldron

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

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