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Sheila Anne Volrath

Morgan Stanley

Davenport, IA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-11
IA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2014-02-11
  • IA RA
    APPROVED
    Since 2009-06-01

Branch Locations

4300 East 53Rd Street Suite 300, Davenport, IA 52807 • 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
Citigroup Global Markets Inc Davenport IA 11/2007 Present
Morgan Stanley Smith Barney Davenport IA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 11/2007 → Present
    Davenport, IA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Davenport, IA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1.Rotary Club of North Scott Education Foundation; Investment related: No; Eldridge, IA; Investing assets for scholarships; Chairperson (proprietor, partner, officer, director, employee, trustee, agent); Jul 2015; During business hours: 1; After business hours: 1; 2. *358617- GSV River Rentals, LLC; Investment related -Yes; DeWitt, Iowa; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 1; Property Management 3. *376548 - Free Enterprise Foundation; Investment related No; Moline, IL; Fund raising and investment to support Junior Achievement of the Heartland; Board of Director (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; After business hours: 1 4. *400103 - Buffalo Chips LLC; Investment related: Yes; DeWitt, Iowa; Restaurant/Bar/Nightclub; Partner(proprietor, partner, officer, director, employee, trustee, agent); 05/2020; During business hours: 0; After business hours: 4; *485151- Figge Art Museum Finance Committee; Investment related -Yes; Davenport, Iowa; Art/Culture; Board Member, Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 1; After business hours: 0; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-22
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S66 Uniform Combined State Law Examination
    2007-05-22
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08
Other Names
  • Sheila Anne Keppy
  • Sheila Volrath

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