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John A Zimmermann

Morgan Stanley

Walnut Creek, CA

Oakland, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-29
CA RA APPROVED 2017-09-11
  • TX RA
    APPROVED
    Since 2018-01-29
  • CA RA
    APPROVED
    Since 2017-09-11

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

1999 Harrison Street Suite 2200, Oakland, CA 94612 • 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 Oakland CA 09/2016 Present
Blackwater Lounge Duluth MN 06/2014 09/2016
Morgan Stanley Duluth MN 04/2016 09/2016
Morgan Stanley Private Bank, N.A New York NY 06/2022 Present
  • 09/2016 → Present
    Morgan Stanley
    Oakland, CA
  • 06/2014 → 09/2016
    Blackwater Lounge
    Duluth, MN
  • 04/2016 → 09/2016
    Morgan Stanley
    Duluth, MN
  • 06/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-11
  • S66 Uniform Combined State Law Examination
    2017-09-11

View on SEC IAPD

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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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