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Dana L Tobias

Morgan Stanley

Menlo Park, CA

San Francisco, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-01
CA RA APPROVED 2022-06-22
  • TX RA
    APPROVED
    Since 2022-08-01
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States

555 California Street Pwm, San Francisco, CA 94104 • 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 Smith Barney Llc Menlo Park CA 03/2020 Present
Stanford University Palo Alto CA 10/2018 03/2020
California Polytechnic State University, San Luis Obispo San Luis Obispo CA 09/2013 06/2018
Sapore Italiano Burlingame CA 09/2018 01/2020
Unemployed Burlingame CA 06/2018 09/2018
  • 03/2020 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 10/2018 → 03/2020
    Stanford University
    Palo Alto, CA
  • 09/2013 → 06/2018
    California Polytechnic State University, San Luis Obispo
    San Luis Obispo, CA
  • 09/2018 → 01/2020
    Sapore Italiano
    Burlingame, CA
  • 06/2018 → 09/2018
    Unemployed
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-22
  • S66 Uniform Combined State Law Examination
    2022-06-22
Other Names
  • Dana Lenardon
  • Dana L Lenardon

View on SEC IAPD

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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
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