Lorena Gail Boyd

CRD 3191436

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2012-08-09
TX	RA	APPROVED	2009-06-01

OK RA
APPROVED

Since 2012-08-09
TX RA
APPROVED

Since 2009-06-01

Branch Locations

7500 Dallas Parkway Suite 500, Plano, TX 75024 • 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	Plano	TX	06/2009	Present

06/2009 → Present

Morgan Stanley

Plano, TX

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Plano, TX
2004-10-19 → 2007-04-02

Morgan Stanley Dw Inc.

Plano, TX

Plano, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-06
S63	Uniform Securities Agent State Law Examination	1999-06-15

S65 Uniform Investment Adviser Law Examination

1999-12-06
S63 Uniform Securities Agent State Law Examination

1999-06-15

Other Names

Lorena Gail Keating

View on SEC IAPD

Nearby Firms

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Nearby Investors

John Wayne Purvis

Guy Rene Mondjii

GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX

VANGUARD ADVISERS, INC. · PLANO, TX

VANGUARD ADVISERS, INC. · Plano, TX

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