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Elena Richardson

Morgan Stanley

Palm Harbor, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-06
TX RA APPROVED_RES 2022-06-03
CA RA APPROVED 2022-05-12
  • FL RA
    APPROVED
    Since 2024-11-06
  • TX RA
    APPROVED_RES
    Since 2022-06-03
  • CA RA
    APPROVED
    Since 2022-05-12

Branch Locations

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • 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. Corte Madera CA 07/2018 05/2019
Charles Schwab Bank Corte Madera CA 07/2018 05/2019
Unemployed Concord CA 01/2018 07/2018
Unemployed Aberdeen 10/2017 01/2018
Unemployed Aberdeen 06/2016 01/2017
California Miramar University San Diego CA 01/2017 10/2017
Morgan Stanley Smith Barney Llc San Francisco CA 05/2019 05/2020
Morgan Stanley Private Bank, N.A New York NY 05/2019 05/2020
Ubs Financial Services Inc. San Diego CA 06/2020 10/2021
Morgan Stanley Smith Barney Llc Palm Harbor FL 04/2022 Present
Unemployed San Diego CA 10/2021 04/2022
  • 07/2018 → 05/2019
    Charles Schwab & Co., Inc.
    Corte Madera, CA
  • 07/2018 → 05/2019
    Charles Schwab Bank
    Corte Madera, CA
  • 01/2018 → 07/2018
    Unemployed
    Concord, CA
  • 10/2017 → 01/2018
    Unemployed
    Aberdeen
  • 06/2016 → 01/2017
    Unemployed
    Aberdeen
  • 01/2017 → 10/2017
    California Miramar University
    San Diego, CA
  • 05/2019 → 05/2020
    Morgan Stanley Smith Barney Llc
    San Francisco, CA
  • 05/2019 → 05/2020
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2020 → 10/2021
    Ubs Financial Services Inc.
    San Diego, CA
  • 04/2022 → Present
    Morgan Stanley Smith Barney Llc
    Palm Harbor, FL
  • 10/2021 → 04/2022
    Unemployed
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-20
S63 Uniform Securities Agent State Law Examination 2019-01-19
  • S65 Uniform Investment Adviser Law Examination
    2019-06-20
  • S63 Uniform Securities Agent State Law Examination
    2019-01-19
Other Names
  • Jelena Psarjova
  • Elena Goldberga
  • Elena Goldberg

View on SEC IAPD

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