John Luis Allen

Current Employers

Employment History

• 08/2016 → Present
  Morgan Stanley
  Roseville, CA
• 09/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-07-08 → 2016-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  Roseville, CA

Other Businesses

*302735- Sacramento Angels; Investment related No; Gerorgetown, California; Angel Investing; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 2; After business hours: 1; Administrative (4) A AND H INVESTMENT LLC; INVESTMENT RELATED; REAL ESTATE; BOARD MEMBER; LOOMIS CA; 10/2016; 1,1 (5) *306405- A and H Investments; Investment related: Yes; Loomis, California; LLC; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 1; After business hours: 0; Property Management (6) *394009- Big River Vista Mutual Water Company; Investment related -No; Mendocino, California; Community Well/Water Agency; Board Member (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0.5; After business hours: 2.5; Administrative (7) *421484 - Lake Side Equestrian Center, LLC; Investment related -Yes; Loomis, California; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 1; After business hours: 9; Property Management *545580 - Allen Family Trust Lakeside Rental Property; Investment related Yes; Loomis, California; Real Estate; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021 ; During business hours: 0; After business hours: 1; Property Management. *614174 - California State University Sacramento, School of Business - Dean Advisory Counsel; Investment Related - No; Sacramento, California; Public Schools; Advisory Counsel Memeber (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2022; During Business Hours: 1; After Business Hours: 1; To be a sounding board for the Dean on department vision for the School of Business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-07
• S63 Uniform Securities Agent State Law Examination
  1997-01-24

Other Names

• John L Allen