Best Investors Account Sign in

Alexa Teresita Casey

Morgan Stanley

Cincinnati, OH

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
  • OH RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • 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
Concourse Financial Group Securities Inc (Fka Proequities, Inc.) Covington KY 06/2019 01/2022
Protective Life Covington KY 06/2019 01/2022
Northwestern Mutual Investment Services Pensacola FL 04/2017 02/2018
House Of Tans Gainesville FL 04/2018 06/2019
University Of Florida Gainesville FL 06/2015 05/2019
Unemployed Cincinnati OH 05/2019 06/2019
Investment Distributors Inc Covington KY 01/2022 02/2022
Lpl Financial Llc Cincinnati OH 11/2023 12/2025
True Search Cincinnati OH 01/2022 09/2023
Unemployed Cincinnati OH 09/2023 11/2023
Morgan Stanley Cincinnati OH 01/2026 Present
  • 06/2019 → 01/2022
    Concourse Financial Group Securities Inc (Fka Proequities, Inc.)
    Covington, KY
  • 06/2019 → 01/2022
    Protective Life
    Covington, KY
  • 04/2017 → 02/2018
    Northwestern Mutual Investment Services
    Pensacola, FL
  • 04/2018 → 06/2019
    House Of Tans
    Gainesville, FL
  • 06/2015 → 05/2019
    University Of Florida
    Gainesville, FL
  • 05/2019 → 06/2019
    Unemployed
    Cincinnati, OH
  • 01/2022 → 02/2022
    Investment Distributors Inc
    Covington, KY
  • 11/2023 → 12/2025
    Cincinnati, OH
  • 01/2022 → 09/2023
    True Search
    Cincinnati, OH
  • 09/2023 → 11/2023
    Unemployed
    Cincinnati, OH
  • 01/2026 → Present
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-26
S63 Uniform Securities Agent State Law Examination 2019-10-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-26
  • S63 Uniform Securities Agent State Law Examination
    2019-10-16
Other Names
  • Alexa Clark
  • Alexa Teresita Clark
  • Alexa Teresita Casey
  • Alexa Casey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor