Madelyn P. Loomis
Professional summary
Madelyn Patricia Loomis, who also goes by Madelyn Patricia White, is a registered financial professional currently at MORGAN STANLEY DISTRIBUTION, INC. located in West Conshohocken, Pennsylvania.
Madelyn is registered as a RR (Registered Representative) and started their career in finance in 2016. Madelyn has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Madelyn Patricia Loomis's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2017 - Present
MORGAN STANLEY DISTRIBUTION, INC.
Office #1: 100 Front Street Suite 400, West Conshohocken, PA 19428August 15, 2016 - September 14, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/12/2017)
Exams
FINRA
Current Firm
MORGAN STANLEY DISTRIBUTION, INC.
CRD#: 30344 / SEC#: , 8-44766
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | OWNER | |
| FAHEY, LAWRENCE LOUIS | PRINCIPAL OPERATIONS OFFICER | 2097212 |
| KASETA, LYNN M | CHIEF COMPLIANCE OFFICER | 6451373 |
| KUSH, ANTHONY N | PRINCIPAL FINANCIAL OFFICER AND FINOP | 7463692 |
| MCMULLEN, FREDERICK ALLEN | DIRECTOR AND TEXAS DESIGNATED PRINCIPAL | 2537409 |
| SCHOEN, SAMANTHA JANE | DIRECTOR | 7006907 |
| WITKOS, MATTHEW JOSEPH | PRESIDENT AND DIRECTOR | 2034689 |
Red Flags
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