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Katelyn Pan

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
CA RA APPROVED 2026-03-23
  • TX RA
    APPROVED
    Since 2026-03-27
  • CA RA
    APPROVED
    Since 2026-03-23

Branch Locations

1400 Page Mill Road, Palo Alto, CA 94304 • 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 Palo Alto CA 01/2025 Present
Andersen Tax San Francisco CA 08/2023 12/2024
23Andme South San Francisco CA 11/2019 12/2022
U.C. Berkeley Berkeley CA 08/2019 05/2023
Homestead High School Cupertino CA 08/2013 06/2019
  • 01/2025 → Present
    Morgan Stanley
    Palo Alto, CA
  • 08/2023 → 12/2024
    Andersen Tax
    San Francisco, CA
  • 11/2019 → 12/2022
    23Andme
    South San Francisco, CA
  • 08/2019 → 05/2023
    U.C. Berkeley
    Berkeley, CA
  • 08/2013 → 06/2019
    Homestead High School
    Cupertino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-23
  • S66 Uniform Combined State Law Examination
    2026-03-23

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
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WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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