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Detailed Report
Jeri Lynn Connor
JERI LYNN CONNOR, KIMBRELL LYNN CONNOR, Lynn Connor, KIMBRELL LYNN KIMBRELL, LYNN CONNOR KIMBRELL
CRD#: 4027651
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 Catawba, SC
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2018 - Present (7 years)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2003 - 2017 (13 years)BWALNUT STREET SECURITIES, INC. (CRD# 15840)2003 - 2003 (<1 year)BNATHAN & LEWIS SECURITIES, INC. (CRD# 8503)2000 - 2003 (2 years)
License(s)

State Registrations

B
Alabama 4/17/2018
B
Nevada 9/10/2024
B
Alaska 4/17/2018
B
New Hampshire 4/17/2018
B
Arizona 4/17/2018
B
New Jersey 4/17/2018
B
California 4/17/2018
B
New York 4/17/2018
B
Colorado 4/17/2018
B
North Carolina 1/16/2018
B
Connecticut 4/17/2018
IA
North Carolina 2/22/2018
B
Delaware 4/17/2018
B
Ohio 4/18/2018
B
District of Columbia 4/17/2018
B
Oklahoma 7/18/2019
B
Florida 4/17/2018
B
Oregon 7/18/2019
B
Georgia 4/17/2018
B
Pennsylvania 4/17/2018
B
Hawaii 3/31/2023
B
Rhode Island 4/17/2018
B
Illinois 4/17/2018
B
South Carolina 1/16/2018
B
Indiana 7/18/2019
IA
South Carolina 2/1/2022
B
Kansas 4/17/2018
B
South Dakota 12/20/2024
B
Kentucky 4/17/2018
B
Tennessee 4/17/2018
B
Louisiana 4/17/2018
B
Texas 4/17/2018
B
Maryland 4/17/2018
IA
Texas 4/23/2020
B
Massachusetts 4/17/2018
B
Utah 4/17/2018
B
Michigan 4/17/2018
B
Virginia 4/17/2018
B
Minnesota 4/17/2018
B
Washington 1/23/2019
B
Mississippi 4/17/2018
B
West Virginia 4/17/2018
B
Missouri 4/17/2018
B
Wyoming 4/17/2018
B
Montana 7/18/2019

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)
Catawba, SC
Registered with this firm since 2/22/2018
B
MORGAN STANLEY (CRD#:149777)
Catawba, SC
Registered with this firm since 1/16/2018
Previous Registration(s)
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B
 08/19/2003 - 06/22/2017 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) CHARLOTTE, NC
B
 08/01/2003 - 08/20/2003 WALNUT STREET SECURITIES, INC. (CRD#:15840) EL SEGUNDO, CA
B
 09/26/2000 - 08/01/2003 NATHAN & LEWIS SECURITIES, INC. (CRD#:8503) NEW YORK, NY
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.