Sharron Scoggins

CRD 1801292 · Morgan Stanley · Oakland, CA

IA RegisteredBroker

Also appears in the source record as: Sharron Lane Johnson; Sharron Lane Scoggins; Sharron Lane Tate

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 24Series 26SIESeries 7Series 6
Registered states (41): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Iowa · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 38
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (17)

From the source registration record · current first

Morgan StanleyCurrent
Oakland, CA · IA capacity

Feb 27, 2017 → present
J.P. Morgan Securities LLC
BD capacity

Dec 18, 2015 → Jan 3, 2017
J.P. Morgan Securities LLC
IA capacity

Dec 18, 2015 → Jan 3, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Mar 24, 2014 → Jan 22, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Mar 24, 2014 → Jan 22, 2015
Lpl Financial LLC
IA capacity

May 1, 2013 → Mar 10, 2014
Lpl Financial LLC
BD capacity

Apr 30, 2013 → Mar 10, 2014
Cetera Investment Services LLC
IA capacity

Nov 10, 2008 → Apr 30, 2013
Cetera Investment Services LLC
BD capacity

Jul 29, 2008 → Apr 30, 2013
Milestone Financial Services, Inc.
BD capacity

Nov 23, 2005 → Aug 18, 2006
First Allied Securities, Inc.
BD capacity

Jun 13, 2005 → Aug 19, 2005
Round Hill Securities, Inc.
BD capacity

Jun 18, 2003 → Jun 13, 2005
Mr. Stock, Inc.
BD capacity

Aug 16, 2000 → May 29, 2002
Banc Of America Investment Services, Inc.
BD capacity

Jul 12, 1999 → Aug 31, 1999
Ba Investment Services, Inc.
BD capacity

May 30, 1992 → Jul 12, 1999
Gna Securities, Inc.
BD capacity

Apr 9, 1990 → Jun 30, 1992
Agfc Investment Securities
BD capacity

Apr 15, 1988 → May 10, 1989

Source & corrections

Where this page comes from

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