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Sheri Lynette Burns
SHERI L BURNS, SHERI LYNETTE BURNS, SHERI BURNS
CRD#: 2066692
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 5001 Spring Valley Road
Suite 900W
Dallas, TX 75244
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2002 (2 years)2 FIRMS2002 - 2004 (1 year)2 FIRMS2004 - 2008 (4 years)2 FIRMS2011 - 2015 (3 years)2 FIRMS2015 - 2016 (1 year)2 FIRMS2017 - Present (7 years)BBARCLAYS CAPITAL INC. (CRD# 19714)2008 - 2010 (1 year)BDIRECT TRADING INSTITUTIONAL, INC. (CRD# 111343)2002 - 2002 (<1 year)BLEHMAN BROTHERS INC. (CRD# 7506)1998 - 2000 (2 years)BRUSHMORE SECURITIES CORPORATION (CRD# 8392)1997 - 1997 (<1 year)BSUNPOINT SECURITIES, INC. (CRD# 25442)1996 - 1996 (<1 year)IABARCLAYS CAPITAL INC. (CRD# 19714)2009 - 2010 (1 year)
License(s)

State Registrations

B
Alaska 6/30/2020

B
Mississippi 4/6/2020

B
Arizona 10/27/2017

B
Missouri 10/27/2017

B
Arkansas 4/2/2020

B
Montana 10/30/2017

B
California 10/27/2017

B
Nebraska 4/3/2020

B
Colorado 10/30/2017

B
New Jersey 10/31/2017

B
Connecticut 4/2/2020

B
New Mexico 10/30/2017

B
Delaware 12/23/2019

B
New York 11/1/2017

B
District of Columbia 4/9/2020

B
North Carolina 10/31/2017

B
Florida 10/30/2017

B
Oklahoma 10/26/2017

B
Georgia 11/2/2017

B
Oregon 11/29/2017

B
Idaho 4/2/2020

B
Pennsylvania 10/27/2017

B
Illinois 4/9/2020

B
South Carolina 4/2/2020

B
Iowa 4/2/2020

B
Tennessee 10/23/2017

B
Kansas 12/4/2017

B
Texas 10/20/2017

B
Kentucky 5/19/2021

IA
Texas 10/20/2017

B
Louisiana 10/26/2017

B
Utah 4/2/2020

B
Maine 10/30/2017

B
Virginia 4/16/2018

B
Maryland 10/30/2017

B
Washington 10/30/2017

B
Massachusetts 10/30/2017

B
Wisconsin 10/26/2017

B
Michigan 11/1/2017

SRO Registrations

B
FINRA

B
NYSE American LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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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)
5001 Spring Valley Road Suite 900W, Dallas, TX 75244
Registered with this firm since 10/20/2017

B
MORGAN STANLEY (CRD#:149777)
5001 Spring Valley Road Suite 900W, Dallas, TX 75244
Registered with this firm since 10/19/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/27/2015 - 11/15/2016 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) FORT WORTH, TX
B
03/02/2015 - 11/15/2016 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) FORT WORTH, TX
IA
12/21/2011 - 03/10/2015 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
B
12/24/2011 - 03/10/2015 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
IA
01/22/2009 - 05/26/2010 BARCLAYS CAPITAL INC. (CRD#:19714) DALLAS, TX
B
09/22/2008 - 05/26/2010 BARCLAYS CAPITAL INC. (CRD#:19714) DALLAS, TX
IA
02/20/2004 - 10/15/2008 LEHMAN BROTHERS INC. (CRD#:7506) DALLAS, TX
B
02/20/2004 - 09/22/2008 LEHMAN BROTHERS INC. (CRD#:7506) DALLAS, TX
IA
11/01/2002 - 03/05/2004 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) DALLAS, TX
B
11/01/2002 - 03/05/2004 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
08/16/2002 - 10/22/2002 DIRECT TRADING INSTITUTIONAL, INC. (CRD#:111343) IRVING, TX
IA
04/27/2000 - 08/22/2002 SALOMON SMITH BARNEY INC. (CRD#:7059) DALLAS, TX
B
04/27/2000 - 08/22/2002 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
B
01/26/1998 - 04/04/2000 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
B
01/07/1997 - 12/31/1997 RUSHMORE SECURITIES CORPORATION (CRD#:8392) DALLAS, TX
B
11/11/1996 - 12/17/1996 SUNPOINT SECURITIES, INC. (CRD#:25442) LONGVIEW, TX
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Broker
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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.