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Ashlee A Whittemore

Morgan Stanley

Napa, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-05
CA RA APPROVED 2023-04-03
  • TX RA
    APPROVED
    Since 2023-06-05
  • CA RA
    APPROVED
    Since 2023-04-03

Branch Locations

700 Main Street Suite 315, Napa, CA 94559 • 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 Napa CA 06/2022 08/2022
Morgan Stanley Napa CA 06/2021 08/2021
Mango Publishing Miami FL 04/2020 08/2020
Cornell University Ithaca NY 08/2019 12/2022
Justin-Siena High School Napa CA 08/2015 06/2019
Morgan Stanley Napa CA 03/2023 Present
Morgan Stanley Private Bank, N.A New York NY 03/2023 Present
  • 06/2022 → 08/2022
    Morgan Stanley
    Napa, CA
  • 06/2021 → 08/2021
    Morgan Stanley
    Napa, CA
  • 04/2020 → 08/2020
    Mango Publishing
    Miami, FL
  • 08/2019 → 12/2022
    Cornell University
    Ithaca, NY
  • 08/2015 → 06/2019
    Justin-Siena High School
    Napa, CA
  • 03/2023 → Present
    Morgan Stanley
    Napa, CA
  • 03/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-02
  • S66 Uniform Combined State Law Examination
    2023-04-02

View on SEC IAPD

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Other Investors

ERIC FLORES GONZALES
CYNTHIA LYNN VOTH
Fabiana A Filips
Katherine Engel
Wyatt Raymond Knippen
Beatriz Adriana Buenrostro
Austin P Fitzpatrick
Christopher Micco

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
WELLS FARGO CLEARING SERVICES, LLC · NAPA, CA
5T WEALTH, LLC · NAPA, CA
BENEFITS PLUS, LLC · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA

More in Napa, CA

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