Alexandra Ochev Sandberg

One Embarcadero Center Ste 4100, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-04-23
PA	RA	APPROVED	2024-04-23
TX	RA	APPROVED	2024-04-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	San Francisco	CA	12/2015	09/2016
Morgan Stanley Private Bank, National Association	New York	NY	12/2015	09/2016
Ubs Financial Services Inc	San Francisco	CA	09/2016	07/2018
Tiaa	Palo Alto	CA	07/2018	03/2022
Tiaa-Cref Individual & Institutional Services, Llc	Palo Alto	CA	07/2018	03/2022
Moss Adams Wealth Advisors Llc	San Francisco	CA	04/2022	02/2024
Osborne Partners Capital Management, Llc	San Francisco	CA	04/2024	Present

12/2015 → 09/2016

Morgan Stanley

San Francisco, CA
12/2015 → 09/2016

Morgan Stanley Private Bank, National Association

New York, NY
09/2016 → 07/2018

Ubs Financial Services Inc

San Francisco, CA
07/2018 → 03/2022

Tiaa

Palo Alto, CA
07/2018 → 03/2022

Tiaa-Cref Individual & Institutional Services, Llc

Palo Alto, CA
04/2022 → 02/2024

Moss Adams Wealth Advisors Llc

San Francisco, CA
04/2024 → Present

Osborne Partners Capital Management, Llc

San Francisco, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-28
S63	Uniform Securities Agent State Law Examination	2014-07-14

Other Firms