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Joshika J Kumari

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-29
TX RA APPROVED 2024-07-29
  • CA RA
    APPROVED
    Since 2024-07-29
  • TX RA
    APPROVED
    Since 2024-07-29

Branch Locations

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
Wells Fargo Clearing Services, Llc Beverly Hills CA 01/2023 06/2024
Merrill Lynch, Pierce, Fenner, & Smith San Francisco CA 05/2019 01/2023
California Bank And Trust Oakland CA 02/2019 05/2019
Wells Fargo Bank N.A San Francisco CA 10/2016 02/2019
Starbucks Coffee Company San Francisco CA 08/2014 10/2016
Morgan Stanley Menlo Park CA 07/2024 Present
  • 01/2023 → 06/2024
    Wells Fargo Clearing Services, Llc
    Beverly Hills, CA
  • 05/2019 → 01/2023
    Merrill Lynch, Pierce, Fenner, & Smith
    San Francisco, CA
  • 02/2019 → 05/2019
    California Bank And Trust
    Oakland, CA
  • 10/2016 → 02/2019
    Wells Fargo Bank N.A
    San Francisco, CA
  • 08/2014 → 10/2016
    Starbucks Coffee Company
    San Francisco, CA
  • 07/2024 → Present
    Morgan Stanley
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29
Other Names
  • Joshika Kumari
  • Joshika J Kumari

View on SEC IAPD

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SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
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