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Julia R Schap

Morgan Stanley

Memphis, TN

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-11-20
TX RA APPROVED 2020-11-20
  • TN RA
    APPROVED
    Since 2020-11-20
  • TX RA
    APPROVED
    Since 2020-11-20

Branch Locations

6410 Poplar Avenue Suite 600, Memphis, TN 38119 • 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 Germantown TN 12/2008 11/2020
Bank Of America, N.A. Germantown TN 07/2011 11/2020
Morgan Stanley Smith Barney Llc Memphis TN 11/2020 Present
Morgan Stanley Private Bank, N.A New York NY 01/2021 Present
  • 12/2008 → 11/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Germantown, TN
  • 07/2011 → 11/2020
    Bank Of America, N.A.
    Germantown, TN
  • 11/2020 → Present
    Morgan Stanley Smith Barney Llc
    Memphis, TN
  • 01/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-03
S63 Uniform Securities Agent State Law Examination 1986-09-25
  • S66 Uniform Combined State Law Examination
    2006-10-03
  • S63 Uniform Securities Agent State Law Examination
    1986-09-25
Other Names
  • Julie Pippen
  • Julia Rose Pippen
  • Julia Rose Pippen
  • Julie Schap
  • Julia Pippen Schap

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

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