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1760 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1760 The Alameda, San Jose, CA 95126 • United States
5955 Granite Lake Drive Suite 160, Granite Bay, CA 95746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Roseville | CA | 06/2009 | 09/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 09/2023 |
| Kera Capital Partners | San Jose | CA | 09/2023 | Present |
Highland Capital Brokerage; Insurance Sales; Investment-related; Sacramento, CA; Insurance Broker; 0 hours/month during securities trading hours; Less than 10 hours/month outside of securities trading hours. Sell insurance products for commission. *519273- Trust; Investment related-Yes; El Dorado Hills, California;08/2022; During business hours: 0; After business hours: 0.1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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