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Jacqueline Sue Tate

Morgan Stanley

Clayton, MO

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-08-08
TX RA APPROVED 2022-07-26
  • MO RA
    APPROVED
    Since 2022-08-08
  • TX RA
    APPROVED
    Since 2022-07-26

Branch Locations

7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Chesterfield MO 04/2009 03/2022
Morgan Stanley Clayton MO 03/2022 Present
  • 04/2009 → 03/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Chesterfield, MO
  • 03/2022 → Present
    Morgan Stanley
    Clayton, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2005-04-09
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2005-04-09
Other Names
  • Jackie Sue Mayers

View on SEC IAPD

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Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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