Wesley Stansel

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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_RES	2021-01-08
MD	RA	APPROVED	2020-11-30

TX RA
APPROVED_RES

Since 2021-01-08
MD RA
APPROVED

Since 2020-11-30

Branch Locations

702 King Farm Boulevard Suite 500, Rockville, MD 20850 • 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
First Command	Alexandria	VA	02/2018	11/2018
Pazzo Pomodoro	Vienna	VA	12/2013	06/2022
George Mason University	Fairfax	VA	08/2013	05/2018
First Command Financial Planning, Inc	Alexandria	VA	11/2018	03/2019
First Command Advisory Services, Inc.	Alexandria	VA	11/2018	03/2019
First Command Insurance Services, Inc.	Alexandria	VA	11/2018	03/2019
Morgan Stanley	Rockville	MD	11/2020	Present

02/2018 → 11/2018

First Command

Alexandria, VA
12/2013 → 06/2022

Pazzo Pomodoro

Vienna, VA
08/2013 → 05/2018

George Mason University

Fairfax, VA
11/2018 → 03/2019

First Command Financial Planning, Inc

Alexandria, VA
11/2018 → 03/2019

First Command Advisory Services, Inc.

Alexandria, VA
11/2018 → 03/2019

First Command Insurance Services, Inc.

Alexandria, VA
11/2020 → Present

Morgan Stanley

Rockville, MD

Previous Registrations

2018-11-08 → 2019-03-18

First Command Advisory Services

Alexandria, VA

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12

S66 Uniform Combined State Law Examination

2018-10-12

Other Names

Wesley David Stansel

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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