Reese Michael Mona

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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	2021-11-19
MD	RA	APPROVED	2021-11-05

TX RA
APPROVED

Since 2021-11-19
MD RA
APPROVED

Since 2021-11-05

Branch Locations

107 Centennial Street Suite 102A, La Plata, MD 20646 • 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	Laplata	MD	07/2021	Present
Seventy2 Capital	Bethesda	MD	05/2019	08/2019
Morgan Stanley	Laplata	MD	05/2018	05/2018
University Of Maryland	College Park	MD	06/2017	06/2021
St. John's College High School	Washington	DC	09/2014	06/2017
Morgan Stanley Private Bank, N.A	New York	NY	04/2023	Present

07/2021 → Present

Morgan Stanley

Laplata, MD
05/2019 → 08/2019

Seventy2 Capital

Bethesda, MD
05/2018 → 05/2018

Morgan Stanley

Laplata, MD
06/2017 → 06/2021

University Of Maryland

College Park, MD
09/2014 → 06/2017

St. John's College High School

Washington, DC
04/2023 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-05

S66 Uniform Combined State Law Examination

2021-11-05

Other Names

Reese Michael Mona
Reese Mona
Reese M Mona

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC

SOWELL MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

KATHARINE VAUGHAN MYERS

GARY THORNTON VAUGHAN

KIMBERLY JU ROSENFIELD

BENJAMIN F GANLEY

JOHN DANIEL SALAN

JESSICA MAE REPASI

DAVID CHARLES LOHFF

Other Offices

CETERA INVESTMENT ADVISERS LLC · La Plata, MD

SOWELL MANAGEMENT · La Plata, MD

AMERIPRISE FINANCIAL SERVICES, LLC · La Plata, MD

LPL FINANCIAL LLC · LA PLATA, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · La Plata, MD

EDWARD JONES · LA PLATA, MD

LPL FINANCIAL LLC · LA PLATA, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LA PLATA, MD

More in La Plata, MD

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