Russell Patrick Huebschle

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-07-19

CA RA
APPROVED

Since 2019-07-19

Branch Locations

1999 Harrison Street Suite 2200, Oakland, CA 94612 • 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
Wells Fargo Advisors	San Francisco	CA	03/2013	11/2016
Wells Fargo Clearing Services, Llc	San Francisco	CA	11/2016	07/2019
Morgan Stanley	Oakland	CA	07/2019	Present
Morgan Stanley Private Bank, N.A	New York	NY	08/2019	Present

03/2013 → 11/2016

Wells Fargo Advisors

San Francisco, CA
11/2016 → 07/2019

Wells Fargo Clearing Services, Llc

San Francisco, CA
07/2019 → Present

Morgan Stanley

Oakland, CA
08/2019 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2013-03-18 → 2019-07-22

Wells Fargo Clearing Services, Llc

San Francisco, CA

Kensington, CA
2011-09-30 → 2013-04-01

Robert W. Baird & Co. Incorporated

Mill Valley, CA
2009-01-12 → 2011-10-26

Credit Suisse Securities (Usa) Llc

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-17
S63	Uniform Securities Agent State Law Examination	1992-03-31

S66 Uniform Combined State Law Examination

2008-12-17
S63 Uniform Securities Agent State Law Examination

1992-03-31

View on SEC IAPD

Other Firms

INFINITY FINANCIAL SERVICES ADVISORY

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

FM CAPITAL GROUP

FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC

FINANCIAL AVENGERS, INC.

Other Investors

GREGORY BURTON GILBERT

STERLING CARMEN HIRSCH

Mark CHRISTOPHER DeVito

Daire Peter Heneghan

Roscoe Herman Harris

AARON KURT PHILLIPS

WILLIAM STUART MONSTED

Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA

CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA

HOODOO · OAKLAND, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA

STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA

FM CAPITAL GROUP · OAKLAND, CA

FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA

FINANCIAL AVENGERS, INC. · OAKLAND, CA

More in Oakland, CA

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