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Tami L Lautoa

Morgan Stanley

San Francisco, CA

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_RES 2021-04-15
CA RA APPROVED 2021-04-14
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • CA RA
    APPROVED
    Since 2021-04-14

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • United States

2725 Sand Hill Road Pwm, 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
Morgan Stanley Smith Barney Menlo Park CA 06/2009 04/2018
First Republic Investment Management, Inc. Palo Alto CA 05/2018 03/2021
First Republic Securities Company, Llc Palo Alto CA 05/2018 03/2021
Morgan Stanley Smith Barney Menlo Park CA 04/2021 Present
  • 06/2009 → 04/2018
    Morgan Stanley Smith Barney
    Menlo Park, CA
  • 05/2018 → 03/2021
    First Republic Investment Management, Inc.
    Palo Alto, CA
  • 05/2018 → 03/2021
    First Republic Securities Company, Llc
    Palo Alto, CA
  • 04/2021 → Present
    Morgan Stanley Smith Barney
    Menlo Park, CA
Previous Registrations
  • 2018-05-03 → 2021-04-01
    J.P. Morgan Private Wealth Advisors Llc
    Palo Alto, CA
    Menlo Park, CA
  • 2016-08-17 → 2018-05-02
    Morgan Stanley
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-17
S63 Uniform Securities Agent State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2016-08-17
  • S63 Uniform Securities Agent State Law Examination
    2005-08-12
Other Names
  • Tami Lautoa
  • Tami L Lautoa
  • Tami Leilani Lautoa

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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