Kevin Z Cai

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-06-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Menlo Park	CA	10/2023	04/2024
Morgan Stanley	Menlo Park	CA	07/2021	08/2021
Clarissa.aI	Brooklyn	NY	12/2019	12/2020
New York University, Tandon School Of Engineering	Brooklyn	NY	08/2018	05/2022
The King's Academy	Sunnyvale	CA	08/2015	05/2018
Unemployed	Englewood Cliffs	NJ	06/2022	01/2023
Extended Travel	Englewood Cliffs	NJ	01/2023	09/2023
Unemployed	Englewood Cliffs	NJ	05/2018	08/2018
Charles Schwab & Co., Inc.	Pasadena	CA	05/2024	Present
Charles Schwab Bank, Ssb	Pasadena	CA	05/2024	Present

10/2023 → 04/2024

Morgan Stanley

Menlo Park, CA
07/2021 → 08/2021

Morgan Stanley

Menlo Park, CA
12/2019 → 12/2020

Clarissa.aI

Brooklyn, NY
08/2018 → 05/2022

New York University, Tandon School Of Engineering

Brooklyn, NY
08/2015 → 05/2018

The King's Academy

Sunnyvale, CA
06/2022 → 01/2023

Unemployed

Englewood Cliffs, NJ
01/2023 → 09/2023

Extended Travel

Englewood Cliffs, NJ
05/2018 → 08/2018

Unemployed

Englewood Cliffs, NJ
05/2024 → Present

Charles Schwab & Co., Inc.

Pasadena, CA
05/2024 → Present

Charles Schwab Bank, Ssb

Pasadena, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-28

Other Firms