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Hailey Jordan Schwartz

Morgan Stanley

Berwyn, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-15
TX RA APPROVED_RES 2026-06-15
  • PA RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED_RES
    Since 2026-06-15

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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
Checks And Balances Columbus OH 07/2016 10/2016
Nationwide Columbus OH 10/2016 01/2017
Nationwide Investment Services Corp Columbus OH 01/2017 07/2021
Ubs Financial Services Inc Conshohocken PA 07/2021 05/2026
Morgan Stanley Berwyn PA 06/2026 Present
  • 07/2016 → 10/2016
    Checks And Balances
    Columbus, OH
  • 10/2016 → 01/2017
    Nationwide
    Columbus, OH
  • 01/2017 → 07/2021
    Nationwide Investment Services Corp
    Columbus, OH
  • 07/2021 → 05/2026
    Ubs Financial Services Inc
    Conshohocken, PA
  • 06/2026 → Present
    Morgan Stanley
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
  • S66 Uniform Combined State Law Examination
    2024-05-29

View on SEC IAPD

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