Rachel Leeann Mcelroy

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-09-29
CA	RA	APPROVED	2020-09-16

TX RA
APPROVED

Since 2020-09-29
CA RA
APPROVED

Since 2020-09-16

Branch Locations

5250 North Palm Avenue Suite 321, Fresno, CA 93704 • 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

Organization	City	State	From	To
Morgan Stanley	Fresno	CA	01/2019	Present
Jd Food	Fresno	CA	08/2017	01/2019
Clovis Unified School District	Clovis	CA	10/2014	06/2017

01/2019 → Present

Morgan Stanley

Fresno, CA
08/2017 → 01/2019

Jd Food

Fresno, CA
10/2014 → 06/2017

Clovis Unified School District

Clovis, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-16

S66 Uniform Combined State Law Examination

2020-09-16

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PERENNIAL FINANCIAL SERVICES

LPL FINANCIAL LLC

BEACON POINTE ADVISORS, LLC

MOTIV8 INVESTMENTS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

JASON RICHARD AHRONIAN

JEBBER JAKE COZZI

DAVID NEAL BAKER

SCOTT PATRICK YOUNG

Kimberly Jean Gambero

ANTOINETTE ROBINSON

Other Offices

RBC CAPITAL MARKETS, LLC · FRESNO, CA

USI ADVISORS · Fresno, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA

PERENNIAL FINANCIAL SERVICES · Fresno, CA

PERENNIAL FINANCIAL SERVICES · Fresno, CA

LPL FINANCIAL LLC · FRESNO, CA

BEACON POINTE ADVISORS, LLC · FRESNO, CA

MOTIV8 INVESTMENTS LLC · Fresno, CA

More in Fresno, CA

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