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Detailed Report
KELLY Marie GASKINS WIDVEY
KELLY MARIE GASKINS, KELLY GASKINS, KELLY GASKINS WIDVEY
CRD#: 5419341
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 5251 DTC Parkway
Suite 1500
Greenwood Village, CO 80111
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2022 (7 years)2 FIRMS2022 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2014 - 2014 (<1 year)
License(s)

State Registrations

B
Alabama 9/9/2024
B
Montana 9/9/2024
B
Alaska 9/20/2024
B
Nebraska 9/9/2024
B
Arizona 9/9/2024
B
Nevada 9/9/2024
B
Arkansas 9/9/2024
B
New Hampshire 9/9/2024
B
California 9/9/2024
B
New Jersey 9/9/2024
B
Colorado 9/9/2024
B
New Mexico 9/9/2024
IA
Colorado 9/9/2024
B
New York 9/9/2024
B
Connecticut 9/9/2024
B
North Carolina 9/9/2024
B
Delaware 9/9/2024
B
North Dakota 9/9/2024
B
District of Columbia 9/9/2024
B
Ohio 9/9/2024
B
Florida 9/9/2024
B
Oklahoma 9/9/2024
B
Georgia 9/9/2024
B
Oregon 9/9/2024
B
Hawaii 9/9/2024
B
Pennsylvania 9/9/2024
B
Idaho 9/9/2024
B
South Carolina 9/9/2024
B
Illinois 9/9/2024
B
South Dakota 9/9/2024
B
Iowa 9/9/2024
B
Tennessee 9/9/2024
B
Kansas 9/9/2024
B
Texas 9/9/2024
B
Maine 9/9/2024
IA
Texas 9/10/2024
B
Maryland 9/9/2024
B
Utah 9/9/2024
B
Massachusetts 9/9/2024
B
Virginia 9/9/2024
B
Michigan 9/9/2024
B
Washington 9/9/2024
B
Minnesota 9/9/2024
B
Wisconsin 9/9/2024
B
Missouri 9/9/2024
B
Wyoming 9/9/2024

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)
5251 DTC Parkway Suite 1500, Greenwood Village, CO 80111
Registered with this firm since 9/9/2024
B
MORGAN STANLEY (CRD#:149777)
5251 DTC Parkway Suite 1500, Greenwood Village, CO 80111
Registered with this firm since 9/9/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/01/2022 - 09/03/2024 UBS FINANCIAL SERVICES INC. (CRD#:8174) DENVER, CO
B
 07/01/2022 - 09/03/2024 UBS FINANCIAL SERVICES INC. (CRD#:8174) DENVER, CO
IA
 10/16/2014 - 07/02/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) GREENWOOD VILLAGE, CO
B
 08/28/2014 - 07/02/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) GREENWOOD VILLAGE, CO
B
 04/16/2014 - 08/04/2014 CHARLES SCHWAB & CO., INC. (CRD#:5393) ENGLEWOOD, CO
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.