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Diva A Helmy

Morgan Stanley

Walnut Creek, 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 2022-06-02
CA RA APPROVED 2020-03-10
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • CA RA
    APPROVED
    Since 2020-03-10

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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 Llc Walnut Creek CA 12/2019 Present
Beauty Brands Bergen 01/2016 01/2018
Tiny Techies San Anselmo CA 01/2018 11/2019
University Of Bergen Bergen 08/2015 05/2017
Morgan Stanley Private Bank, N.A. New York NY 06/2020 Present
  • 12/2019 → Present
    Morgan Stanley Smith Barney Llc
    Walnut Creek, CA
  • 01/2016 → 01/2018
    Beauty Brands
    Bergen
  • 01/2018 → 11/2019
    Tiny Techies
    San Anselmo, CA
  • 08/2015 → 05/2017
    University Of Bergen
    Bergen
  • 06/2020 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
  • S66 Uniform Combined State Law Examination
    2020-03-10
Other Names
  • Diva Helmy

View on SEC IAPD

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Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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