Hailey Elizabeth Hagy

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-06-02
TX	RA	APPROVED_RES	2025-06-02

Branch Locations

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

Organization	City	State	From	To
Student	Moraga	CA	08/2016	05/2017
Action Day Primary Plus	San Jose	CA	05/2017	08/2017
Student	Moraga	CA	08/2017	05/2018
Craig Quinlan	Walnut Creek	CA	06/2018	04/2019
Craig Quinlan	Walnut Creek	CA	04/2019	02/2020
Northwestern Mutual Investment Services Llc	Walnut Creek	CA	06/2018	02/2020
Michael Byrne	Walnut Creek	CA	07/2019	02/2020
Brendan Mcguigan	Walnut Creek	CA	10/2019	02/2020
Carmina Ilagan	San Francisco	CA	07/2020	02/2021
Uber Eats	Walnut Creek	CA	02/2020	07/2020
Ubs Financial Services Inc.	San Francisco	CA	03/2021	06/2024
Sand Hill Global Advisors, Llc	Palo Alto	CA	07/2024	05/2025
Morgan Stanley	Menlo Park	CA	05/2025	Present

08/2016 → 05/2017

Student

Moraga, CA
05/2017 → 08/2017

Action Day Primary Plus

San Jose, CA
08/2017 → 05/2018

Student

Moraga, CA
06/2018 → 04/2019

Craig Quinlan

Walnut Creek, CA
04/2019 → 02/2020

Craig Quinlan

Walnut Creek, CA
06/2018 → 02/2020

Northwestern Mutual Investment Services Llc

Walnut Creek, CA
07/2019 → 02/2020

Michael Byrne

Walnut Creek, CA
10/2019 → 02/2020

Brendan Mcguigan

Walnut Creek, CA
07/2020 → 02/2021

Carmina Ilagan

San Francisco, CA
02/2020 → 07/2020

Uber Eats

Walnut Creek, CA
03/2021 → 06/2024

Ubs Financial Services Inc.

San Francisco, CA
07/2024 → 05/2025

Sand Hill Global Advisors, Llc

Palo Alto, CA
05/2025 → Present

Morgan Stanley

Menlo Park, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-12
S63	Uniform Securities Agent State Law Examination	2019-07-26

Other Firms