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Kofi Atta

Morgan Stanley

Columbus, OH

Delaware, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-14
TX RA APPROVED 2022-01-14
  • OH RA
    APPROVED
    Since 2022-01-14
  • TX RA
    APPROVED
    Since 2022-01-14

Branch Locations

4343 Easton Commons, Columbus, OH 43219 • United States

Delaware, OH • 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 Columbus OH 08/2017 08/2018
Jp Morgan Chase Bank N.A. Columbus OH 01/2016 08/2017
Jpmorgan Securities Llc Westerville OH 08/2018 04/2021
Morgan Stanley Columbus OH 07/2017 03/2018
Morgan Stanley Columbus OH 01/2022 Present
Jpmorgan Securities Llc Columbus OH 04/2021 01/2022
  • 08/2017 → 08/2018
    Morgan Stanley
    Columbus, OH
  • 01/2016 → 08/2017
    Jp Morgan Chase Bank N.A.
    Columbus, OH
  • 08/2018 → 04/2021
    Jpmorgan Securities Llc
    Westerville, OH
  • 07/2017 → 03/2018
    Morgan Stanley
    Columbus, OH
  • 01/2022 → Present
    Morgan Stanley
    Columbus, OH
  • 04/2021 → 01/2022
    Jpmorgan Securities Llc
    Columbus, OH
Previous Registrations
  • 2018-10-04 → 2021-12-31
    J.P. Morgan Securities Llc
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
S63 Uniform Securities Agent State Law Examination 2018-05-12
  • S66 Uniform Combined State Law Examination
    2018-09-28
  • S63 Uniform Securities Agent State Law Examination
    2018-05-12

View on SEC IAPD

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CARL DAVID WEISE
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BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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