Kevin Ricardo Shurland

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-02
FL	RA	APPROVED	2014-01-30

TX RA
APPROVED_RES

Since 2020-04-02
FL RA
APPROVED

Since 2014-01-30

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • 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

Organization	City	State	From	To
Morgan Stanley	Aventura	FL	01/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	09/2015	Present

01/2014 → Present

Morgan Stanley

Aventura, FL
09/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-11-02

S66 Uniform Combined State Law Examination

2012-11-02

Other Names

Kevin R Shurland

View on SEC IAPD

Other Firms

UNISON ASSET MANAGEMENT LLC

EPIPHANLY ADVISORY, LLC

CORAL WEALTH MANAGEMENT, LLC

PINNACLE INVESTMENTS, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KAILIX ADVISORS LLC

1818 PRIVATE CLIENT GROUP, LLC

Other Investors

DIEGO P MOSCOSO

JOSE MIGUEL PENA

CARLOS EUGENIO LOWELL

GABRIEL CEBALLOS

MANUEL M. MENDEZ

MAX MORDECHAI BECKER

Other Offices

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL

EPIPHANLY ADVISORY, LLC · AVENTURA, FL

CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL

PINNACLE INVESTMENTS, LLC · MIAMI, FL

LPL FINANCIAL LLC · AVENTURA, FL

J.P. MORGAN SECURITIES LLC · AVENTURA, FL

KAILIX ADVISORS LLC · AVENTURA, FL

1818 PRIVATE CLIENT GROUP, LLC · AVENTURA, FL

More in Aventura, FL

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