LISA DIANE BEATY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with KEYSTONE WEALTH SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KEYSTONE WEALTH SERVICES, LLC | 2021-07-01 | present | Yes |
| CYPRESS WEALTH SERVICES, LLC | 2017-07-18 | 2021-09-24 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2014-05-07 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2006-03-06 | 2007-04-02 | — |