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Kasey B Carlson

Morgan Stanley

Miami, FL

Miami Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-24
FL RA APPROVED 2025-01-17
  • TX RA
    APPROVED
    Since 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-17

Branch Locations

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States

1691 Michigan Ave Ste 550, Miami Beach, FL 33139 • 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
Trinity Wealth Securties, Llc Miami Lakes FL 05/2024 12/2024
Unemployed Wayne IL 05/2023 05/2024
The University Of Alabama Tuscaloosa AL 08/2019 05/2023
Mo Bay Beignet Co Tuscaloosa AL 07/2022 03/2023
Stockholms Geneva IL 05/2021 01/2022
Kurt Carlson Dmd Elmhurst IL 04/2020 12/2021
Top Golf Naperville IL 03/2018 08/2018
St Charles Country Club St Charles IL 05/2019 08/2019
St Francis College Preparatory Wheaton IL 05/2017 05/2019
South Elgin High School South Elgin IL 08/2015 05/2017
Florida Financial Advisors Miami Lakes FL 09/2024 12/2024
Morgan Stanley Miami Beach FL 01/2025 Present
  • 05/2024 → 12/2024
    Trinity Wealth Securties, Llc
    Miami Lakes, FL
  • 05/2023 → 05/2024
    Unemployed
    Wayne, IL
  • 08/2019 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 07/2022 → 03/2023
    Mo Bay Beignet Co
    Tuscaloosa, AL
  • 05/2021 → 01/2022
    Stockholms
    Geneva, IL
  • 04/2020 → 12/2021
    Kurt Carlson Dmd
    Elmhurst, IL
  • 03/2018 → 08/2018
    Top Golf
    Naperville, IL
  • 05/2019 → 08/2019
    St Charles Country Club
    St Charles, IL
  • 05/2017 → 05/2019
    St Francis College Preparatory
    Wheaton, IL
  • 08/2015 → 05/2017
    South Elgin High School
    South Elgin, IL
  • 09/2024 → 12/2024
    Florida Financial Advisors
    Miami Lakes, FL
  • 01/2025 → Present
    Morgan Stanley
    Miami Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-14
  • S66 Uniform Combined State Law Examination
    2024-03-14
Other Names
  • Kasey Bea Carlson

View on SEC IAPD

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Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL

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