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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-30
CA RA APPROVED 2019-08-03
  • TX RA
    APPROVED
    Since 2021-07-30
  • CA RA
    APPROVED
    Since 2019-08-03

Branch Locations

400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States

Roseville, 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
State Farm Vp Management Corp Fremont CA 05/2015 04/2019
Kevin Nuss Insurance Agency Fremont CA 06/2015 04/2019
Sandy Shane Insurance Agency Pleasanton CA 06/2015 04/2019
State Farm Vp Management Corp Pleasanton CA 06/2015 04/2019
Morgan Stanley Sacramento CA 05/2019 Present
Morgan Stanley Private Bank, N.A New York NY 05/2019 Present
  • 05/2015 → 04/2019
    State Farm Vp Management Corp
    Fremont, CA
  • 06/2015 → 04/2019
    Kevin Nuss Insurance Agency
    Fremont, CA
  • 06/2015 → 04/2019
    Sandy Shane Insurance Agency
    Pleasanton, CA
  • 06/2015 → 04/2019
    State Farm Vp Management Corp
    Pleasanton, CA
  • 05/2019 → Present
    Sacramento, CA
  • 05/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*371695-Access Multilingual Services, INC; Investment related No; language interpretation; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 2; Pashto language interpretation 2. *371554- Superior Court of California; Investment related: No; Interpreter; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Jun 2017; During business hours: 1; After business hours: 1; 3. *371691- Hanna Interpreting Services, LLC; Investment related: No; Spring Valley, CA; language interpretation; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 2; 4. *371693- Excel Scheduling; Investment related: No; language interpretation; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 2; 5.*499260- Alliance Family Services Inc; Investment related -No; Falls, Idaho; Education; language interpreter (non employee) (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 3; After business hours: 0; Language interpreter *528484 - County of Solano Court; Investment related: No; Fairfield, California; Independent contractor Language interpreter; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 4; After business hours: 0; Pashto Language interpreter *611695 - Merced Superior Court; Investment Related - No; Merced, California; Government; Pashto Language Interpreter (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 4; After Business Hours: 0; Pashto Language Interpreter.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
S63 Uniform Securities Agent State Law Examination 2008-11-19
  • S66 Uniform Combined State Law Examination
    2019-08-03
  • S63 Uniform Securities Agent State Law Examination
    2008-11-19
Other Names
  • Waheeda Sherzai
  • Waheeda Ahmadzai

View on SEC IAPD

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