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JODI ANN UHRICK
JODI COOPER
CRD#: 2887580
IA
B
MORGAN STANLEYCRD#: 149777 250 Park Avenue South
Suite 500
Winter Park, FL 32789
Suite 500
Winter Park, FL 32789
0
Disclosures
23
Years of Experience
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State Registrations
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Alabama 2/6/2012
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Nevada 1/10/2017
B
Alaska 10/6/2020
B
New Hampshire 1/10/2017
B
Arizona 6/1/2009
B
New Jersey 8/29/2011
B
Arkansas 10/1/2013
B
New Mexico 5/8/2017
B
California 6/1/2009
B
New York 6/1/2009
B
Colorado 6/1/2009
B
North Carolina 6/1/2009
B
Connecticut 1/10/2017
B
Ohio 2/7/2012
B
Delaware 1/10/2017
B
Oklahoma 2/6/2012
B
District of Columbia 1/10/2017
B
Oregon 1/10/2017
B
Florida 6/1/2009
B
Pennsylvania 2/6/2012
IA
Florida 6/1/2009
B
Puerto Rico 1/17/2018
B
Georgia 2/6/2012
B
Rhode Island 2/6/2012
B
Hawaii 1/13/2016
B
South Carolina 6/1/2009
B
Idaho 1/10/2017
B
South Dakota 6/1/2009
B
Illinois 6/1/2009
B
Tennessee 1/10/2017
B
Indiana 1/10/2017
B
Texas 6/1/2009
B
Kansas 6/23/2011
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Texas 3/13/2012
B
Kentucky 1/10/2017
B
Utah 1/10/2017
B
Louisiana 1/10/2017
B
Vermont 1/10/2017
B
Maine 1/10/2017
B
Virgin Islands 1/10/2017
B
Maryland 1/10/2017
B
Virginia 6/1/2009
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Massachusetts 2/6/2012
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Washington 1/10/2017
B
Michigan 6/1/2009
B
West Virginia 10/30/2017
B
Minnesota 1/10/2017
B
Wisconsin 1/10/2017
B
Mississippi 1/10/2017
B
Wyoming 10/21/2009
B
Missouri 2/6/2012
SRO Registrations
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IA
Registered with this firm since 6/1/2009
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Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/30/2008 - 06/01/2009 | ORLANDO, FL | |
B | 04/02/2007 - 06/01/2009 | ORLANDO, FL | |
B | 05/26/2006 - 04/02/2007 | BEVERLY HILLS, CA | |
B | 06/03/2004 - 09/12/2005 | PURCHASE, NY | |
B | 08/11/2000 - 10/26/2001 | NEW YORK, NY | |
B | 02/26/1999 - 01/24/2000 | BALTIMORE, MD | |
B | 07/28/1997 - 01/21/1999 | NEW YORK, NY |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.