Chad Lee Evans

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-11-08
ID	RA	APPROVED	2020-09-28
TX	RA	APPROVED_RES	2020-09-24
CA	RA	APPROVED	2009-06-01

AZ RA
APPROVED

Since 2024-11-08
ID RA
APPROVED

Since 2020-09-28
TX RA
APPROVED_RES

Since 2020-09-24
CA RA
APPROVED

Since 2009-06-01

Branch Locations

Scottsdale, AZ • United States

Worley, ID • United States

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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 Smith Barney	Scottsdale	AZ	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Scottsdale, AZ
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2009-03-09 → 2009-06-01

Citigroup Global Markets Inc.

Newport Beach, CA
2006-05-23 → 2009-03-16

Credit Suisse Securities (Usa) Llc

Los Angeles, CA

Irvine, CA

Irvine, CA
2001-10-10 → 2006-05-26

Citigroup Global Markets Inc.

Newport Beach, CA

Newport Beach, CA

Other Businesses

*478213- Trust; Investment related -Yes; Brooksfield, Kentucky; Successor Trustee on Trust; 02/2022; During business hours: 0; After business hours: 0;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-02-22
S63	Uniform Securities Agent State Law Examination	1991-01-07

S65 Uniform Investment Adviser Law Examination

1996-02-22
S63 Uniform Securities Agent State Law Examination

1991-01-07

View on SEC IAPD