Best Investors Account Sign in

Allison Lynn Bordeaux

Morgan Stanley

Pleasanton, CA

Irvine, CA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-23
CA RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-07-23
  • CA RA
    APPROVED
    Since 2025-06-20

Branch Locations

4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States

1901 Main Street Suite 700, Irvine, CA 92614 • 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 Pleasanton CA 03/2025 Present
Northrop Grumman Sunnyvale CA 07/2023 02/2025
Meta Platforms, Inc. Menlo Park CA 06/2020 01/2023
Deloitte San Francisco CA 03/2018 05/2020
Deloitte Los Angeles CA 09/2013 03/2018
Unemployed Pleasanton CA 01/2023 07/2023
Morgan Stanley Private Bank, N.A New York NY 07/2025 Present
  • 03/2025 → Present
    Pleasanton, CA
  • 07/2023 → 02/2025
    Northrop Grumman
    Sunnyvale, CA
  • 06/2020 → 01/2023
    Meta Platforms, Inc.
    Menlo Park, CA
  • 03/2018 → 05/2020
    Deloitte
    San Francisco, CA
  • 09/2013 → 03/2018
    Deloitte
    Los Angeles, CA
  • 01/2023 → 07/2023
    Unemployed
    Pleasanton, CA
  • 07/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20
Other Names
  • Allie Lynn Bordeaux
  • Allison L Bordeaux

View on SEC IAPD

More in Pleasanton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor