Lori Lea Greene

Spartanburg, SC

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-08-02
SC	RA	APPROVED	2021-07-02

TX RA
APPROVED

Since 2021-08-02
SC RA
APPROVED

Since 2021-07-02

Branch Locations

320 East Main Street Suite 410, Spartanburg, SC 29302 • 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

Organization	City	State	From	To
Morgan Stanley	Spartanburg	SC	11/2017	Present
Homemaker	Na	GA	03/2016	11/2017

11/2017 → Present

Morgan Stanley

Spartanburg, SC
03/2016 → 11/2017

Homemaker

Na, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-02

S66 Uniform Combined State Law Examination

2021-07-02

Other Names

Lori Lea Goodman
Lori Lea Greene
Lori Lea Goodman Greene

View on SEC IAPD

Other Firms

COLONIAL TRUST ADVISORS, INC.

NEWEDGE ADVISORS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

LPL ENTERPRISE, LLC

Other Investors

CAMP ROOKER WYNN

CHARLES WILLIAM CLEMENTSON

BERT DIXON BARRE

Sarah Beth Shalala

Cullen Turner Coxe

MATTHEW JORDAN VAN NAME

Brittany Chester Bynum

Joseph P. Anderson

Other Offices

COLONIAL TRUST ADVISORS, INC. · SPARTANBURG, SC

NEWEDGE ADVISORS · Spartanburg, SC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC

FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC

LPL FINANCIAL LLC · SPARTANBURG, SC

LPL FINANCIAL LLC · SPARTANBURG, SC

CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC

LPL ENTERPRISE, LLC · SPARTANBURG, SC

More in Spartanburg, SC

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