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Kendra Irene Buri

Morgan Stanley

Laguna Niguel, 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 2022-09-02
CA RA APPROVED 2022-05-10
  • TX RA
    APPROVED_RES
    Since 2022-09-02
  • CA RA
    APPROVED
    Since 2022-05-10

Branch Locations

28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • 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
Wells Fargo Advisors, Llc Irvine CA 05/2016 11/2016
Wells Fargo Clearing Services, Llc Irvine CA 11/2016 04/2022
Morgan Stanley Smith Barney Llc Laguna Niguel CA 04/2022 Present
Morgan Stanley Private Bank, N.A. New York NY 06/2022 Present
  • 05/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Irvine, CA
  • 11/2016 → 04/2022
    Wells Fargo Clearing Services, Llc
    Irvine, CA
  • 04/2022 → Present
    Morgan Stanley Smith Barney Llc
    Laguna Niguel, CA
  • 06/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-10
S63 Uniform Securities Agent State Law Examination 2005-09-19
  • S66 Uniform Combined State Law Examination
    2010-02-10
  • S63 Uniform Securities Agent State Law Examination
    2005-09-19
Other Names
  • Kendra Irene Seitz
  • Kendra I Seitz
  • Kendra I Engelbert
  • Kendra I Buri

View on SEC IAPD

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Other Offices

EHRLICH FINANCIAL GROUP · LAGUNA NIGUEL, CA
TCFG INVESTMENT ADVISORS, LLC · LAGUNA NIGUEL, CA
SENTIENT FINANCIAL, LLC · LAGUNA NIGUEL, CA
LPL FINANCIAL LLC · LAGUNA NIGUEL, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAGUNA NIGUEL, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Laguna Niguel, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Niguel, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Niguel, CA

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