Kim M Orsi

Current Employers

Spirepoint Private Client, Llc

830 Azalea Lane, Vero Beach, FL 32963 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-19

FL RA
APPROVED

Since 2025-09-19

Branch Locations

Lucas, TX • United States

830 Azalea Lane, Vero Beach, FL 32963 • 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 & Co. Incorporated	Palm Beach	FL	05/2008	08/2025
Morgan Stanley Smith Barney	Palm Beach	FL	06/2009	08/2025
Spirepoint Private Client, Llc	Vero Beach	FL	08/2025	Present

05/2008 → 08/2025

Morgan Stanley & Co. Incorporated

Palm Beach, FL
06/2009 → 08/2025

Morgan Stanley Smith Barney

Palm Beach, FL
08/2025 → Present

Spirepoint Private Client, Llc

Vero Beach, FL

Previous Registrations

2009-06-01 → 2025-09-01

Morgan Stanley

Palm Beach, FL

W. Palm Beach, FL

West Palm Beach, FL
2008-06-11 → 2009-06-01

Morgan Stanley & Co. Llc

Palm Beach, FL
2008-04-08 → 2008-05-05

Morgan Stanley & Co. Llc

W. Palm Beach, FL

Other Businesses

Pampered Chef; Not Investment related; Palm Beach Gardens, FL; Home Goods; Independent Contractor; Start Date: 03/2017; 20 hrs devoted, 0 during trade hours; Home Shows

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-31
S63	Uniform Securities Agent State Law Examination	2005-02-28

S66 Uniform Combined State Law Examination

2008-03-31
S63 Uniform Securities Agent State Law Examination

2005-02-28

Other Names

Kim Marie Moeller
Kim Marie Champagne
Kim Marie Golden
Kim Marie Orsi

View on SEC IAPD