Mackenzie Rose Brogan Sitzwohl

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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	2022-07-07
CA	RA	APPROVED	2022-06-27

TX RA
APPROVED

Since 2022-07-07
CA RA
APPROVED

Since 2022-06-27

Branch Locations

2 Theatre Square Suite 322, Orinda, CA 94563 • 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 Smith Barney Llc	Orinda	CA	06/2021	Present
Victory Financial Planning	Molalla	OR	10/2019	05/2021
The Standard Insurance Company	Portland	OR	01/2017	05/2019
Extended Travel	Portland	OR	05/2019	10/2019
54 Mint	Walnut Creek	CA	07/2016	12/2016

06/2021 → Present

Morgan Stanley Smith Barney Llc

Orinda, CA
10/2019 → 05/2021

Victory Financial Planning

Molalla, OR
01/2017 → 05/2019

The Standard Insurance Company

Portland, OR
05/2019 → 10/2019

Extended Travel

Portland, OR
07/2016 → 12/2016

54 Mint

Walnut Creek, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-24

S66 Uniform Combined State Law Examination

2022-06-24

Other Names

Mackenzie Sitzwohl
Mackenzie R Sitzwohl

View on SEC IAPD

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