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Reid Keoki Takamoto

Morgan Stanley

Honolulu, HI

Honolulu, HI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-24
HI RA APPROVED 2013-05-02
  • TX RA
    APPROVED_RES
    Since 2020-02-24
  • HI RA
    APPROVED
    Since 2013-05-02

Branch Locations

733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States

Honolulu, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Honolulu HI 05/2013 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 05/2013 → Present
    Morgan Stanley
    Honolulu, HI
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2009-09-16 → 2013-05-10
    Ubs Financial Services Inc.
    Honolulu, HI
  • 2004-11-01 → 2009-06-17
    Lord, Abbett & Co. Llc
    Jersey City, NJ
    Jersey City, NJ
  • 2004-01-07 → 2004-10-05
    Bancwest Investment Services, Inc.
    Honolulu, HI
  • 1998-06-04 → 2003-07-07
    Morgan Stanley Dw Inc.
    Honolulu, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-30
S63 Uniform Securities Agent State Law Examination 1997-12-22
  • S65 Uniform Investment Adviser Law Examination
    1997-12-30
  • S63 Uniform Securities Agent State Law Examination
    1997-12-22

View on SEC IAPD

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JENNIFER LEE KUANONI
TYLER YOSHIO TAKAHATA
CHASE SANTOS

Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

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