Best Investors Account Sign in

Katelyn J Hamilton

Morgan Stanley

Medford, OR

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
OR RA APPROVED 2024-10-29
  • TX RA
    APPROVED
    Since 2024-11-15
  • OR RA
    APPROVED
    Since 2024-10-29

Branch Locations

3103 Signature Court, Medford, OR 97504 • 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 Medford OR 08/2023 Present
Rogue Credit Union Medford OR 10/2020 07/2023
Home Quest Realty Medford OR 07/2020 10/2020
Rogue Credit Union Eagle Point OR 06/2015 07/2020
Southern Oregon University Ashland OR 09/2017 12/2019
Eagle Point High School Eagle Point OR 09/2013 06/2017
  • 08/2023 → Present
    Morgan Stanley
    Medford, OR
  • 10/2020 → 07/2023
    Rogue Credit Union
    Medford, OR
  • 07/2020 → 10/2020
    Home Quest Realty
    Medford, OR
  • 06/2015 → 07/2020
    Rogue Credit Union
    Eagle Point, OR
  • 09/2017 → 12/2019
    Southern Oregon University
    Ashland, OR
  • 09/2013 → 06/2017
    Eagle Point High School
    Eagle Point, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-29

View on SEC IAPD

Other Firms

D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
SEACREST WEALTH MANAGEMENT, LLC
EDWARD JONES
OREGON PACIFIC WEALTH MANAGEMENT
FIDELIS IM
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Other Investors

JAMES WESLEY LIKES
RYAN DAVID SUVOY
NELSON ROLAND MALER
PAUL BRIAN SMITH
LISA KIMBERLY CAMPOY
LISA A PRESTON
Kristina K West
SUSAN LEE Birdsong

Other Offices

D.A. DAVIDSON & CO. · MEDFORD, OR
LPL FINANCIAL LLC · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
EDWARD JONES · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
OREGON PACIFIC WEALTH MANAGEMENT · MEDFORD, OR
FIDELIS IM · MEDFORD, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Medford, OR

More in Medford, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor