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Julian C Lardizabal

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-15
  • CA RA
    APPROVED
    Since 2026-07-15

Branch Locations

2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • 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 Menlo Park CA 07/2026 Present
Propark Mobility/California Parking Company San Francisco CA 03/2023 04/2026
Mai Capital Management San Mateo CA 06/2025 08/2025
Roberston Stephens San Francisco CA 07/2024 07/2024
Jeff Duerson San Francisco CA 03/2023 03/2023
Reef Technology San Francisco CA 08/2023 10/2023
Legends Baseball Camps Strawberry CA 06/2022 07/2023
Crate And Barrel Corte Madera CA 10/2020 04/2021
San Francisco State University San Francisco CA 08/2022 05/2026
Terra Linda High School San Rafael CA 08/2018 06/2022
Miller Creek Middle School San Rafael CA 06/2016 06/2018
  • 07/2026 → Present
    Menlo Park, CA
  • 03/2023 → 04/2026
    Propark Mobility/California Parking Company
    San Francisco, CA
  • 06/2025 → 08/2025
    Mai Capital Management
    San Mateo, CA
  • 07/2024 → 07/2024
    Roberston Stephens
    San Francisco, CA
  • 03/2023 → 03/2023
    Jeff Duerson
    San Francisco, CA
  • 08/2023 → 10/2023
    Reef Technology
    San Francisco, CA
  • 06/2022 → 07/2023
    Legends Baseball Camps
    Strawberry, CA
  • 10/2020 → 04/2021
    Crate And Barrel
    Corte Madera, CA
  • 08/2022 → 05/2026
    San Francisco State University
    San Francisco, CA
  • 08/2018 → 06/2022
    Terra Linda High School
    San Rafael, CA
  • 06/2016 → 06/2018
    Miller Creek Middle School
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-27
S63 Uniform Securities Agent State Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-27
  • S63 Uniform Securities Agent State Law Examination
    2026-06-11

View on SEC IAPD

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