Best Investors Account Sign in

Isabella G Hofmann

Morgan Stanley

Lexington, KY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-20
KY RA APPROVED 2024-05-13
  • TX RA
    APPROVED
    Since 2024-05-20
  • KY RA
    APPROVED
    Since 2024-05-13

Branch Locations

444 East Main Street Suite 111, Lexington, KY 40507 • 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 Lexington KY 08/2023 Present
Houchens Insurance Group Lexington KY 09/2020 05/2023
Chickfila Louisville KY 05/2018 08/2019
Full-Time Education Louisville KY 08/2006 05/2019
University Of Kentucky Lexington KY 08/2019 05/2023
  • 08/2023 → Present
    Morgan Stanley
    Lexington, KY
  • 09/2020 → 05/2023
    Houchens Insurance Group
    Lexington, KY
  • 05/2018 → 08/2019
    Chickfila
    Louisville, KY
  • 08/2006 → 05/2019
    Full-Time Education
    Louisville, KY
  • 08/2019 → 05/2023
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2024-05-13

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVEST INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
ASIO CAPITAL LLC

Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor