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Julia E Swayne

Morgan Stanley

Austin, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-16
KS RA APPROVED 2025-11-07
MO RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2026-01-16
  • KS RA
    APPROVED
    Since 2025-11-07
  • MO RA
    APPROVED
    Since 2025-11-07

Branch Locations

301 Congress Avenue Suite 1400, Austin, TX 78701 • 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
Morgan Stanley Austin TX 05/2023 Present
The Oread By Hilton Lawrence KS 12/2021 04/2023
Lawrence Country Club Lawrence KS 05/2021 08/2021
Hallbrook Country Club Leawood KS 05/2020 08/2020
The University Of Kansas Lawrence KS 08/2020 05/2024
Saint Thomas Aquinas High School Overland Park KS 08/2017 06/2020
Shawnee Mission South High School Overland Park KS 08/2016 05/2017
  • 05/2023 → Present
    Morgan Stanley
    Austin, TX
  • 12/2021 → 04/2023
    The Oread By Hilton
    Lawrence, KS
  • 05/2021 → 08/2021
    Lawrence Country Club
    Lawrence, KS
  • 05/2020 → 08/2020
    Hallbrook Country Club
    Leawood, KS
  • 08/2020 → 05/2024
    The University Of Kansas
    Lawrence, KS
  • 08/2017 → 06/2020
    Saint Thomas Aquinas High School
    Overland Park, KS
  • 08/2016 → 05/2017
    Shawnee Mission South High School
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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