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David Edward Bell

Morgan Stanley

La Jolla, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-03-09
  • CA RA
    APPROVED
    Since 2020-03-09

Branch Locations

1111 Prospect Street, La Jolla, CA 92037 • 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 San Francisco CA 11/1988 03/2020
Bank Of America, N.A. Mill Valley CA 09/2009 03/2020
Morgan Stanley Smith Barney Llc La Jolla CA 03/2020 Present
Morgan Stanley Private Bank, N.A New York NY 05/2020 Present
  • 11/1988 → 03/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 09/2009 → 03/2020
    Bank Of America, N.A.
    Mill Valley, CA
  • 03/2020 → Present
    Morgan Stanley Smith Barney Llc
    La Jolla, CA
  • 05/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-29
S63 Uniform Securities Agent State Law Examination 1989-02-23
  • S65 Uniform Investment Adviser Law Examination
    1995-06-29
  • S63 Uniform Securities Agent State Law Examination
    1989-02-23

View on SEC IAPD

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Other Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA
WEDBUSH SECURITIES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
HAMILTON MANOR & ASSOCIATES · LA JOLLA, CA
TORREYANA CAPITAL · LA JOLLA, CA
INTEGRATED WEALTH CONCEPTS LLC · LA JOLLA, CA

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