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Paul F. Rice

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CRD#: 1729276
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Franklin Rice was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1987. Paul had worked at 13 firms and has passed the Series 63, SIE, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 24, 2014 - September 14, 2015

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
WEST CONSHOHOCKEN, PA
Past

April 15, 2013 - April 29, 2014

BROKERTEC AMERICAS LLC

BD
CRD#: 47477
BERWYN, PA
Past

March 27, 2012 - February 4, 2013

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
BERWYN, PA
Past

May 31, 2011 - March 22, 2012

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

January 27, 2010 - May 31, 2011

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

October 11, 2006 - November 14, 2008

TREASURY BROKERAGE

BD
CRD#: 140855
MENLO PARK, CA
Past

January 1, 2005 - April 5, 2006

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
NEWARK, DE
Past

June 15, 2001 - January 1, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY
Past

May 1, 2001 - June 15, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

March 20, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

November 8, 1993 - December 19, 1996

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 6, 1989 - September 23, 1993

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

November 2, 1987 - March 2, 1989

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/11/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MS
MORGAN STANLEY DISTRIBUTION, INC.
MAS FUND DISTRIBUTION, INC. | MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344 / SEC#: , 8-44766

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1585 Broadway, New York, NY 10036
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(212) 296-7860
Established
Pennsylvania since 02/28/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY INVESTMENT MANAGEMENT INC.OWNER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER AND FINOP7463692
MCMULLEN, FREDERICK ALLENDIRECTOR AND TEXAS DESIGNATED PRINCIPAL2537409
SCHOEN, SAMANTHA JANEDIRECTOR7006907
WITKOS, MATTHEW JOSEPHPRESIDENT AND DIRECTOR2034689

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

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