Kathy Tabrizi

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-27
CA	RA	APPROVED	2022-04-29

TX RA
APPROVED

Since 2023-02-27
CA RA
APPROVED

Since 2022-04-29

Branch Locations

2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Menlo Park	CA	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Menlo Park, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-29
S63	Uniform Securities Agent State Law Examination	2000-09-18

S66 Uniform Combined State Law Examination

2022-04-29
S63 Uniform Securities Agent State Law Examination

2000-09-18

Other Names

Katayoun Haghi

View on SEC IAPD

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TRIPLEPOINT ADVISERS LLC

MAKENA CAPITAL MANAGEMENT, LLC

BYERS CAPITAL INVESTMENT ADVISORY, LLC

KLEINER PERKINS

HAN RIVER PARTNERS

COPPERPLATE CAPITAL LLC

Other Investors

CHARLES RICHARD LEVY

FRANK HARVEY ALMENDAREZ

JAMES MATTHEW PALLESCHI

MATTHEW FRANCIS SHEEHAN

BRIAN PATRICK BROGAN

NICOLE N FUENTES

CHARLIE ABRAHAM RAMOS

William George Hains

Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA

MORGAN STANLEY · Menlo Park, CA

TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

MENLO EQUITIES · MENLO PARK, CA

MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA

MORGAN STANLEY · Menlo Park, CA

MORGAN STANLEY · Menlo Park, CA

MORGAN STANLEY · Menlo Park, CA

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