Gregory Surat

Current Employers

Employment History

• 03/2014 → 10/2019
  E*Trade Securities Llc
  Cupertino, CA
• 03/2014 → 10/2019
  E*Trade Financial Corp/E*Trade Capital Management Llc
  Cupertino, CA
• 10/2019 → 12/2023
  Fidelity Brokerage Services Llc
  Campbell, CA
• 12/2024 → 08/2025
  Morgan Stanley
  Walnut Creek, CA
• 01/2024 → 11/2024
  Unemployed
  San Jose, CA
• 10/2019 → 12/2023
  Fidelity Investments
  Campbell, CA
• 08/2025 → Present
  J.P. Morgan Securities Llc
  Santa Clara, CA
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Santa Clara, CA
• 10/2019 → 12/2023
  Fidelity Personal And Workplace Advisors
  Campbell, CA
• 03/2014 → 10/2019
  Harrisdirect Llc
  Campbell, CA
• 12/2024 → 08/2025
  Morgan Stanley
  Walnut Creek, CA

Previous Registrations

• 2025-01-02 → 2025-08-11
  Morgan Stanley
  Walnut Creek, CA
• 2019-11-21 → 2024-01-10
  Fidelity Personal And Workplace Advisors
  Campbell, CA
• 2014-04-02 → 2019-10-23
  Harrisdirect Llc
  Arlington, VA
  Cupertino, CA
  Menlo Park, CA
• 2013-08-19 → 2014-04-04
  Bancwest Investment Services, Inc.
  Palo Alto, CA
  Burlingame, CA
  Menlo Park, CA
  Mountain View, CA
  San Mateo, CA
• 2008-04-28 → 2013-03-04
  Charles Schwab & Co., Inc.
  Sunnyvale, CA
• 2006-12-01 → 2008-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2005-09-28 → 2006-05-24
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-09-26

Other Names

• Greg Surat