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Kelly Wilhite

Morgan Stanley

Greenwood Village, CO

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-06
  • CO RA
    APPROVED
    Since 2026-07-06

Branch Locations

5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • 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
Bankers Life & Casualty Clearwater FL 04/2014 03/2021
Bankers Life Securities Inc. Clearwater FL 02/2018 03/2021
Mass Mutual Life Insurance Co. Tampa FL 03/2021 02/2025
Mml Investors Services Tampa FL 03/2021 02/2025
Severin Investments, Llc Clearwater FL 07/2025 02/2026
Morgan Stanley Denver CO 06/2026 Present
Cahaba Clubs Herbal Outpost Odessa FL 02/2025 06/2025
Unemployed Palm Harbor FL 02/2026 06/2026
  • 04/2014 → 03/2021
    Bankers Life & Casualty
    Clearwater, FL
  • 02/2018 → 03/2021
    Bankers Life Securities Inc.
    Clearwater, FL
  • 03/2021 → 02/2025
    Mass Mutual Life Insurance Co.
    Tampa, FL
  • 03/2021 → 02/2025
    Mml Investors Services
    Tampa, FL
  • 07/2025 → 02/2026
    Severin Investments, Llc
    Clearwater, FL
  • 06/2026 → Present
    Morgan Stanley
    Denver, CO
  • 02/2025 → 06/2025
    Cahaba Clubs Herbal Outpost
    Odessa, FL
  • 02/2026 → 06/2026
    Unemployed
    Palm Harbor, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-28
S65 Uniform Investment Adviser Law Examination 2022-03-18
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
  • S65 Uniform Investment Adviser Law Examination
    2022-03-18
Other Names
  • Kelly Lynea Scarfone
  • Kelly Lynea Parker
  • Kelly Wilhite
  • Kelly Scarfone Wilhite

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO
CONCURRENT INVESTMENT ADVISORS, LLC · Greenwood Village, CO

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