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William H Maung

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-10
TX RA APPROVED 2025-02-10
  • CA RA
    APPROVED
    Since 2025-02-10
  • TX RA
    APPROVED
    Since 2025-02-10

Branch Locations

2725 Sand Hill Road Pwm, 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
OrganizationCityStateFromTo
First Republic Investment Management, Inc San Francisco CA 11/2022 01/2025
First Republic Securities Company, Llc San Francisco CA 06/2023 10/2023
Heckman Financial And Insurance Services San Jose CA 03/2021 11/2022
Wells Fargo San Francisco CA 06/2020 08/2020
Wells Fargo Campbell CA 01/2019 01/2020
Wells Fargo San Jose CA 07/2018 01/2019
Us Navy Norfolk VA 01/2012 10/2017
San Jose State University San Jose CA 08/2017 12/2020
J.P. Morgan Securities Llc San Francisco CA 09/2023 01/2025
Jp Morgan Chase Bank, N.A. San Francisco CA 10/2023 01/2025
Morgan Stanley Menlo Park CA 01/2025 Present
  • 11/2022 → 01/2025
    First Republic Investment Management, Inc
    San Francisco, CA
  • 06/2023 → 10/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 03/2021 → 11/2022
    Heckman Financial And Insurance Services
    San Jose, CA
  • 06/2020 → 08/2020
    Wells Fargo
    San Francisco, CA
  • 01/2019 → 01/2020
    Wells Fargo
    Campbell, CA
  • 07/2018 → 01/2019
    Wells Fargo
    San Jose, CA
  • 01/2012 → 10/2017
    Us Navy
    Norfolk, VA
  • 08/2017 → 12/2020
    San Jose State University
    San Jose, CA
  • 09/2023 → 01/2025
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 10/2023 → 01/2025
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 01/2025 → Present
    Morgan Stanley
    Menlo Park, CA
Previous Registrations
  • 2023-08-31 → 2025-01-13
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2024-05-22 → 2025-01-12
    J.P. Morgan Securities Llc
    San Francisco, CA
    New York, NY
    San Francisco, CA
    Oakland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30
Other Names
  • Will Maung
  • William Maung
  • William Htetahkar Maung

View on SEC IAPD

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MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
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