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David George Meeks

Morgan Stanley

Bigfork, MT

Westport, CT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-11-12
MT RA APPROVED 2021-11-12
TX RA APPROVED 2021-11-12
  • CT RA
    APPROVED
    Since 2021-11-12
  • MT RA
    APPROVED
    Since 2021-11-12
  • TX RA
    APPROVED
    Since 2021-11-12

Branch Locations

Bigfork, MT • United States

500 Post Road East 3Rd Floor, Westport, CT 06880 • 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
Ubs Financial Services Inc. Westport CT 11/2001 11/2021
Morgan Stanley Smith Barney Llc Bigfork MT 11/2021 Present
Morgan Stanley Private Bank, N.A New York NY 12/2021 Present
  • 11/2001 → 11/2021
    Ubs Financial Services Inc.
    Westport, CT
  • 11/2021 → Present
    Morgan Stanley Smith Barney Llc
    Bigfork, MT
  • 12/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-15
S63 Uniform Securities Agent State Law Examination 1987-05-19
  • S65 Uniform Investment Adviser Law Examination
    1994-12-15
  • S63 Uniform Securities Agent State Law Examination
    1987-05-19
Designations
Other Names
  • David George Meeks
  • David G Meeks

View on SEC IAPD

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