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Kelsey Anne Taylor

Morgan Stanley

Memphis, TN

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-09-06
TX RA APPROVED 2022-09-02
  • TN RA
    APPROVED
    Since 2022-09-06
  • TX RA
    APPROVED
    Since 2022-09-02

Branch Locations

6410 Poplar Avenue Suite 600, Memphis, TN 38119 • 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
Wells Fargo Clearing Services, Llc Memphis TN 07/2017 09/2022
Creative Co-Op, Inc. Memphis TN 10/2010 06/2017
Morgan Stanley Smith Barney Llc Memphis TN 09/2022 Present
Morgan Stanley Private Bank, N.A New York NY 10/2022 Present
  • 07/2017 → 09/2022
    Wells Fargo Clearing Services, Llc
    Memphis, TN
  • 10/2010 → 06/2017
    Creative Co-Op, Inc.
    Memphis, TN
  • 09/2022 → Present
    Morgan Stanley Smith Barney Llc
    Memphis, TN
  • 10/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
  • S66 Uniform Combined State Law Examination
    2017-11-22
Other Names
  • Kelsey Taylor

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

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