Best Investors Account Sign in

Whitney Catherine Corbett Rohrer

Morgan Stanley

Menlo Park, CA

San Francisco, CA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-09
CA RA APPROVED 2019-09-08
  • TX RA
    APPROVED_RES
    Since 2019-09-09
  • CA RA
    APPROVED
    Since 2019-09-08

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States

San Francisco, CA • 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
Bancwest Investment Services San Francisco CA 09/2016 07/2019
Bank Of The West San Francisco CA 09/2016 07/2019
Morgan Stanley Cupertino CA 08/2019 Present
  • 09/2016 → 07/2019
    Bancwest Investment Services
    San Francisco, CA
  • 09/2016 → 07/2019
    Bank Of The West
    San Francisco, CA
  • 08/2019 → Present
    Morgan Stanley
    Cupertino, CA
Previous Registrations
  • 2016-09-07 → 2019-07-25
    Bancwest Investment Services, Inc.
    San Francisco, CA
  • 2011-01-03 → 2016-08-23
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2007-09-17 → 2011-01-03
    Wells Fargo Investments, Llc
    San Francisco, CA
    San Francisco, CA
    Los Angeles, CA
  • 2006-02-23 → 2007-02-14
    Ameriprise Financial Services, Llc
    Los Angeles, CA
    Newport Beach, CA
Other Businesses

*415530- Trust; Investment related -Yes; Raleigh, North Carolina; Successor Trustee; 01/2021; During business hours: 0; After business hours: 0;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-22
  • S66 Uniform Combined State Law Examination
    2006-02-22
Other Names
  • Whitney Catherine Corbett
  • Whitney Catherine Corbett Rohrer

View on SEC IAPD

Other Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES
MAKENA CAPITAL MANAGEMENT, LLC
BYERS CAPITAL INVESTMENT ADVISORY, LLC
KLEINER PERKINS
HAN RIVER PARTNERS
COPPERPLATE CAPITAL LLC

Other Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI
MATTHEW FRANCIS SHEEHAN
BRIAN PATRICK BROGAN
NICOLE N FUENTES
CHARLIE ABRAHAM RAMOS
William George Hains

Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
BYERS CAPITAL INVESTMENT ADVISORY, LLC · MENLO PARK, CA

More in Menlo Park, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor