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Marie J Goldschmidt

Morgan Stanley

Beverly Hills, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-10
TX RA APPROVED 2022-03-10
  • CA RA
    APPROVED
    Since 2022-03-10
  • TX RA
    APPROVED
    Since 2022-03-10

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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
Mid Pac International Llc Pasadena CA 10/1993 09/2019
Servants Of Merciful Love Dba Brightstar Care Of Glendale Home C Glendale CA 11/2017 09/2019
Quest Capital Strategies, Inc. Lake Forest CA 12/2018 06/2019
Swm Group Pasadena CA 05/2016 09/2019
Fidelity Brokerage Services Llc Pasadena CA 09/2019 01/2022
Morgan Stanley Beverly Hills CA 02/2022 Present
Mid Pacific International Studio City CA 12/2021 Present
  • 10/1993 → 09/2019
    Mid Pac International Llc
    Pasadena, CA
  • 11/2017 → 09/2019
    Servants Of Merciful Love Dba Brightstar Care Of Glendale Home C
    Glendale, CA
  • 12/2018 → 06/2019
    Quest Capital Strategies, Inc.
    Lake Forest, CA
  • 05/2016 → 09/2019
    Swm Group
    Pasadena, CA
  • 09/2019 → 01/2022
    Fidelity Brokerage Services Llc
    Pasadena, CA
  • 02/2022 → Present
    Beverly Hills, CA
  • 12/2021 → Present
    Mid Pacific International
    Studio City, CA
Previous Registrations
  • 2019-09-24 → 2022-02-04
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2019-05-08 → 2019-06-20
    Quest Capital Strategies, Inc.
    Pasadena, CA
    Laguna Hills, CA
    Laguna Hills, CA
  • 2016-04-25 → 2016-07-06
    Quest Capital Strategies, Inc.
    Pasadena, CA
    Laguna Hills, CA
    Laguna Hills, CA
  • 2011-08-12 → 2014-05-20
    Pasadena, CA
    Los Angeles, CA
    Long Beach, CA
  • 2010-06-18 → 2011-08-12
    Pasadena, CA
  • 2009-06-01 → 2010-06-24
    Glendale, CA
  • 2008-02-20 → 2009-06-01
    Morgan Stanley & Co. Llc
    Glendale, CA
Other Businesses

*489483- Mid Pacific International Co.; Investment related-Yes; Studio City, California; Manufacturer Sales Representative/ Consultant; Sole Proprietor/Owner , Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2000; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Administrative OAA#: 63147 | Org Name:Servants of Merciful Love | Org Addr:Glendale CA, CA, US | Nature of Bus:Health care | Invst Rel:N | Title:CEO | Duties:filing taxes | Start Dt:12/01/2016 | Total Hrs p/m:.5 | Sec Trdng Hrs p/m:0 OAA#: 63148 | Org Name:SWM Group | Org Addr:pasadena, ca, CA, US | Nature of Bus:potential real estate investment | Invst Rel:Y | Title:president | Duties:filing taxes | Start Dt:05/02/2016 | Total Hrs p/m:.5 | Sec Trdng Hrs p/m:0 *489487- SWM Group; Investment related-No; Studio City, California; Real Estate; Officer, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2017; During business hours: 0; After business hours: 1; Administrative *542316 - Rental Income ; Investment related - Yes ; Studio City, California ; Real Estate ; co -owner of property(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2021 ; During business hours : 0 ; After business hours : 1 ; Property Management *542414 - Rental Income ; Investment related - Yes ; Studio City, California ; Real Estate ; co-owner of property(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2021 ; During business hours : 0 ; After business hours : 1 ; Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2019-03-11
Other Names
  • Marie Jacqueline Chen
  • Marie Jacqueline Chen
  • Marie Chen
  • Marie Jacqueline Goldschmidt

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