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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-03
TX RA APPROVED 2024-03-06
CA RA APPROVED 2024-02-05
  • NY RA
    APPROVED
    Since 2024-06-03
  • TX RA
    APPROVED
    Since 2024-03-06
  • CA RA
    APPROVED
    Since 2024-02-05

Branch Locations

411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States

450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • 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
Morgan Stanley San Mateo CA 10/2023 Present
Relyance Ai San Ramon CA 03/2023 07/2023
Retain.aI San Francisco CA 07/2021 03/2023
Liveramp San Francisco CA 08/2016 06/2021
Morgan Stanley Private Bank, N.A New York NY 10/2025 Present
  • 10/2023 → Present
    San Mateo, CA
  • 03/2023 → 07/2023
    Relyance Ai
    San Ramon, CA
  • 07/2021 → 03/2023
    Retain.aI
    San Francisco, CA
  • 08/2016 → 06/2021
    Liveramp
    San Francisco, CA
  • 10/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Mary Sherrill
  • Mary S Sherrill

View on SEC IAPD

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