Tj Belcher
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (8)
- Series 66Series 65Series 63Series 10Series 9SIESeries 7Series 6
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 32
- 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 (15)
From the source registration record · current first
-
Oct 14, 2021 → present
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Financial Engines Advisors L.L.C.IA capacityMar 15, 2021 → Oct 8, 2021
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Td Ameritrade, Inc.IA capacityJun 9, 2009 → Jan 11, 2021
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Td Ameritrade, Inc.BD capacityMar 30, 2009 → Jan 11, 2021
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Td Ameritrade Investment Management, LLCIA capacityJun 9, 2009 → Dec 31, 2020
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Ameriprise Advisor Services, Inc.BD capacityJul 10, 2007 → Mar 25, 2009
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American Century Investment Services Inc.BD capacityNov 11, 2003 → Jun 29, 2007
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American Century Brokerage, Inc.BD capacityMar 12, 2004 → Dec 31, 2005
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Charles Schwab & Co., Inc.IA capacitySep 28, 1998 → Sep 22, 2003
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Charles Schwab & Co., Inc.BD capacityNov 18, 1997 → Sep 22, 2003
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Mercantile Investment Services, Inc.BD capacityJul 1, 1997 → Aug 19, 1997
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Corelink Financial, Inc.BD capacityApr 8, 1997 → Jul 1, 1997
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Jul 25, 1996 → Apr 11, 1997
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Twentieth Century Securities, Inc.BD capacityFeb 26, 1996 → Jul 2, 1996
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Waddell & Reed, Inc.BD capacityJul 22, 1994 → Dec 8, 1994
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.