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Zi-Chen K Liu

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
TX RA APPROVED 2024-03-06
CA RA APPROVED 2024-03-01
  • TX RA
    APPROVED
    Since 2024-03-06
  • CA RA
    APPROVED
    Since 2024-03-01

Branch Locations

2775 Sand Hill Road Suite 120, 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
Charles Schwab & Co., Inc. Cupertino CA 07/2021 11/2023
Charles Schwab Bank, Ssb Cupertino CA 07/2021 11/2023
University Of Southern California Los Angeles CA 01/2017 05/2020
Unemployed Cupertino CA 12/2020 07/2021
Katten Muchin Rosenman Llp Shanghai 06/2019 07/2019
Teenageviews Inc. Cupertino CA 11/2013 11/2017
La Terra Cupertino CA 08/2016 12/2016
Keetown Inc. Cupertino CA 11/2017 12/2018
Keetown Inc. Cupertino CA 08/2020 12/2020
Morgan Stanley Menlo Park CA 02/2024 Present
  • 07/2021 → 11/2023
    Charles Schwab & Co., Inc.
    Cupertino, CA
  • 07/2021 → 11/2023
    Charles Schwab Bank, Ssb
    Cupertino, CA
  • 01/2017 → 05/2020
    University Of Southern California
    Los Angeles, CA
  • 12/2020 → 07/2021
    Unemployed
    Cupertino, CA
  • 06/2019 → 07/2019
    Katten Muchin Rosenman Llp
    Shanghai
  • 11/2013 → 11/2017
    Teenageviews Inc.
    Cupertino, CA
  • 08/2016 → 12/2016
    La Terra
    Cupertino, CA
  • 11/2017 → 12/2018
    Keetown Inc.
    Cupertino, CA
  • 08/2020 → 12/2020
    Keetown Inc.
    Cupertino, CA
  • 02/2024 → Present
    Morgan Stanley
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Other Names
  • Zi-Chen Liu
  • Zi-Chen Kevin Liu

View on SEC IAPD

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