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Robyn Ellen Desoto

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-24
CA RA APPROVED 2019-01-18
  • TX RA
    APPROVED
    Since 2020-02-24
  • CA RA
    APPROVED
    Since 2019-01-18

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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 Walnut Creek CA 06/2017 Present
Unemployed Unemployed CA 04/2013 06/2017
  • 06/2017 → Present
    Morgan Stanley
    Walnut Creek, CA
  • 04/2013 → 06/2017
    Unemployed
    Unemployed, CA
Previous Registrations
  • 2009-06-01 → 2013-04-23
    Morgan Stanley
    Walnut Creek, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Walnut Creek, CA
  • 2006-05-04 → 2007-04-02
    Morgan Stanley Dw Inc.
    Walnut Creek, CA
    Concord, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-18
S65 Uniform Investment Adviser Law Examination 2006-05-03
S63 Uniform Securities Agent State Law Examination 2000-04-07
  • S66 Uniform Combined State Law Examination
    2019-01-18
  • S65 Uniform Investment Adviser Law Examination
    2006-05-03
  • S63 Uniform Securities Agent State Law Examination
    2000-04-07
Other Names
  • Robyn Ellen De Soto
  • Robyn Ellen Desoto
  • Robyn Ellen Mcdonald

View on SEC IAPD

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Gerwin de Haan
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Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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