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Daniel Desouza

Morgan Stanley

Honolulu, HI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2021-01-27
  • HI RA
    APPROVED
    Since 2021-01-27

Branch Locations

733 Bishop Street Suite 2800, Honolulu, HI 96813 • 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
Medina Singh Partners Los Angeles CA 09/2015 05/2017
American Savings Bank Honolulu HI 01/2018 10/2020
Cetera Investment Services Llc St Cloud MN 09/2019 10/2020
Unemployed Honolulu HI 05/2017 01/2018
Cetera Investment Advisers Llc Honolulu HI 01/2020 10/2020
Unemployed Honolulu HI 11/2020 01/2021
Morgan Stanley Honolulu HI 01/2021 Present
Morgan Stanley Private Bank, N.A New York NY 01/2021 Present
  • 09/2015 → 05/2017
    Medina Singh Partners
    Los Angeles, CA
  • 01/2018 → 10/2020
    American Savings Bank
    Honolulu, HI
  • 09/2019 → 10/2020
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2017 → 01/2018
    Unemployed
    Honolulu, HI
  • 01/2020 → 10/2020
    Cetera Investment Advisers Llc
    Honolulu, HI
  • 11/2020 → 01/2021
    Unemployed
    Honolulu, HI
  • 01/2021 → Present
    Morgan Stanley
    Honolulu, HI
  • 01/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-30
S63 Uniform Securities Agent State Law Examination 2019-12-30
  • S66 Uniform Combined State Law Examination
    2021-01-30
  • S63 Uniform Securities Agent State Law Examination
    2019-12-30
Designations
Other Names
  • Daniel Desouza
  • Daniel Ribeiro Desouza

View on SEC IAPD

Other Firms

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

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GEORGE CHRISTIAN FLOAN HART
IAN YUEN YEE WONG
KELII JK KIAKONA
ERIC-ALLEN TSUTOMU CHING
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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