Best Investors Account Sign in

Jorge A Lopez

Morgan Stanley

Miami, FL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
FL RA APPROVED 2026-03-11
  • TX RA
    APPROVED
    Since 2026-08-07
  • FL RA
    APPROVED
    Since 2026-03-11

Branch Locations

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • 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 Miami FL 07/2023 Present
Virtual Inc Boston MA 06/2022 12/2022
Banco Santander Madrid 06/2021 07/2021
Unemployed Madrid 01/2012 05/2021
Unemployed Boston MA 08/2021 05/2022
Unemployed Madrid 01/2023 06/2023
  • 07/2023 → Present
    Miami, FL
  • 06/2022 → 12/2022
    Virtual Inc
    Boston, MA
  • 06/2021 → 07/2021
    Banco Santander
    Madrid
  • 01/2012 → 05/2021
    Unemployed
    Madrid
  • 08/2021 → 05/2022
    Unemployed
    Boston, MA
  • 01/2023 → 06/2023
    Unemployed
    Madrid
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S63 Uniform Securities Agent State Law Examination 2026-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S63 Uniform Securities Agent State Law Examination
    2026-02-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor