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Detailed Report
ROBERT BERNARD GILSON JR
BOB GILSON, ROBERT BERNARD GILSON
CRD#: 1122485
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 1111 Coast Village Road
Montecito, CA 93108
Registration History
1985199019952000200520102015202020252 FIRMS2000 - 2012 (12 years)2 FIRMS2012 - Present (12 years)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1987 - 2000 (13 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1983 - 1987 (3 years)
Disclosure(s)
View By:
5/31/2023
Judgment / Lien
6/28/1999
Customer Dispute
Settled
License(s)

State Registrations

B
Alabama 11/11/2022
B
Nebraska 2/20/2019
B
Alaska 11/11/2022
B
Nevada 2/20/2019
B
Arizona 8/21/2014
B
New Hampshire 11/11/2022
B
Arkansas 2/20/2019
B
New Jersey 1/31/2013
B
California 6/15/2012
B
New Mexico 7/31/2018
IA
California 6/15/2012
B
New York 6/15/2012
B
Colorado 4/14/2015
B
North Carolina 7/20/2012
B
Connecticut 11/11/2022
B
North Dakota 2/20/2019
B
Delaware 11/11/2022
B
Ohio 2/1/2013
B
District of Columbia 11/11/2022
B
Oklahoma 11/11/2022
B
Florida 1/31/2013
B
Oregon 1/9/2013
B
Georgia 4/19/2018
B
Pennsylvania 1/31/2013
B
Hawaii 6/22/2022
B
Puerto Rico 2/20/2019
B
Idaho 11/11/2022
B
Rhode Island 2/20/2019
B
Illinois 6/18/2012
B
South Carolina 2/20/2019
B
Indiana 2/20/2019
B
South Dakota 2/20/2019
B
Iowa 11/11/2022
B
Tennessee 11/11/2022
B
Kansas 11/11/2022
B
Texas 2/20/2019
B
Kentucky 11/11/2022
IA
Texas 3/3/2020
B
Louisiana 11/11/2022
B
Utah 1/31/2013
B
Maine 11/11/2022
B
Vermont 1/3/2020
B
Maryland 11/11/2022
B
Virgin Islands 11/11/2022
B
Massachusetts 1/31/2013
B
Virginia 1/31/2013
B
Michigan 6/15/2012
B
Washington 6/15/2012
B
Minnesota 2/20/2019
B
West Virginia 11/11/2022
B
Mississippi 2/20/2019
B
Wisconsin 2/20/2019
B
Missouri 6/15/2012
B
Wyoming 11/11/2022
B
Montana 9/14/2018

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
1111 Coast Village Road, Montecito, CA 93108
Registered with this firm since 6/15/2012
B
MORGAN STANLEY (CRD#:149777)
1111 Coast Village Road, Montecito, CA 93108
Registered with this firm since 6/15/2012
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/24/2000 - 06/18/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MONTECITO, CA
B
 03/20/2000 - 06/18/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MONTECITO, CA
B
 01/05/1987 - 03/22/2000 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
 04/19/1983 - 01/12/1987 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.