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Sujatha Shankar Shenai

Morgan Stanley

Bellevue, WA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-01
WA RA APPROVED 2021-05-18
  • TX RA
    APPROVED
    Since 2021-06-01
  • WA RA
    APPROVED
    Since 2021-05-18

Branch Locations

500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • 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
Bellevue School District Bellevue WA 10/2017 09/2018
H&R Block Bellevue WA 12/2015 04/2021
Raymond James Financial Services, Inc Bellevue WA 09/2018 04/2020
Raymond James Financial Services, Inc Bellevue WA 04/2020 03/2021
Raymond James Financial Services Advisors, Inc Bellevue WA 12/2020 03/2021
Mainspring Wealth Advisors, Llc Bellevue WA 09/2018 04/2021
Morgan Stanley Bellevue WA 04/2021 Present
  • 10/2017 → 09/2018
    Bellevue School District
    Bellevue, WA
  • 12/2015 → 04/2021
    H&R Block
    Bellevue, WA
  • 09/2018 → 04/2020
    Raymond James Financial Services, Inc
    Bellevue, WA
  • 04/2020 → 03/2021
    Raymond James Financial Services, Inc
    Bellevue, WA
  • 12/2020 → 03/2021
    Bellevue, WA
  • 09/2018 → 04/2021
    Mainspring Wealth Advisors, Llc
    Bellevue, WA
  • 04/2021 → Present
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-01
  • S66 Uniform Combined State Law Examination
    2020-12-01
Other Names
  • Sujatha Shankar Shenai

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