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Eric Andre Overstreet

Morgan Stanley

Incline Village, NV

Truckee, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2015-12-23
TX RA APPROVED_RES 2010-06-23
CA RA APPROVED 2009-06-01
  • NV RA
    APPROVED
    Since 2015-12-23
  • TX RA
    APPROVED_RES
    Since 2010-06-23
  • CA RA
    APPROVED
    Since 2009-06-01

Branch Locations

917 Tahoe Boulevard Suite 200, Incline Village, NV 89451 • United States

Truckee, CA • 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 Smith Barney Incline Village NV 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Incline Village, NV
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-02-04 → 2009-06-01
    Citigroup Global Markets Inc.
    Westlake Village, CA
  • 2005-01-04 → 2008-02-13
    J.P. Morgan Securities Llc
    Los Angeles, CA
    Los Angeles, CA
  • 2003-01-17 → 2005-02-07
    Credit Suisse Securities (Usa) Llc
    Los Angeles, CA
  • 2002-07-26 → 2003-01-17
    Pershing Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-25
S63 Uniform Securities Agent State Law Examination 1985-07-30
  • S65 Uniform Investment Adviser Law Examination
    1999-05-25
  • S63 Uniform Securities Agent State Law Examination
    1985-07-30
Other Names
  • Eric Overstreet

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · INCLINE VILLAGE, NV
UBS FINANCIAL SERVICES INC. · Incline Village, NV
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INDEPENDENT ADVISOR ALLIANCE, LLC · Incline Village, NV
WELLS FARGO CLEARING SERVICES, LLC · INCLINE VILLAGE, NV
U.S. BANCORP ADVISORS, LLC · Incline Village, NV
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · INCLINE VILLAGE, NV
MORGAN STANLEY · Incline Village, NV

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