Haoyi Luo

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-27
CA	RA	APPROVED	2024-09-13

TX RA
APPROVED

Since 2024-09-27
CA RA
APPROVED

Since 2024-09-13

Branch Locations

20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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

Organization	City	State	From	To
Morgan Stanley	Cupertino	CA	06/2022	Present
Citibank	San Jose	CA	05/2018	06/2022
My Wireless	Cupertino	CA	09/2017	05/2018
My Wireless	Cupertino	CA	03/2015	09/2017

06/2022 → Present

Morgan Stanley

Cupertino, CA
05/2018 → 06/2022

Citibank

San Jose, CA
09/2017 → 05/2018

My Wireless

Cupertino, CA
03/2015 → 09/2017

My Wireless

Cupertino, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-13

S66 Uniform Combined State Law Examination

2024-09-13

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

EVEREST PRIVATE WEALTH

AIMTOP ADVISORS, LLC

AKRISH FINANCIAL ADVISORY

FV ADVISORS LLC

MINOVA CAPITAL LLC

Other Investors

Susan Tzu-Ling Chen

GARY PAUL JAMIESON CORNFORD

MARY YUKWAH LAI

Jordan Royce Matthews

Shu-Ming Chang Chu

Other Offices

CHARLES SCHWAB & CO., INC. · Cupertino, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CUPERTINO, CA

CITIGROUP GLOBAL MARKETS INC. · CUPERTINO, CA

EVEREST PRIVATE WEALTH · CUPERTINO, CA

AIMTOP ADVISORS, LLC · CUPERTINO, CA

AKRISH FINANCIAL ADVISORY · CUPERTINO, CA

FV ADVISORS LLC · CUPERTINO, CA

MINOVA CAPITAL LLC · CUPERTINO, CA

More in Cupertino, CA

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