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Julia E Dunnigan

Morgan Stanley

Folsom, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-01
CA RA APPROVED 2024-11-15
  • TX RA
    APPROVED_RES
    Since 2024-12-01
  • CA RA
    APPROVED
    Since 2024-11-15

Branch Locations

2365 Iron Point Road Suite 235, Folsom, CA 95630 • 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
Blackrock Investments, Llc San Francisco CA 08/2016 05/2024
Morgan Stanley Folsom CA 11/2024 Present
Voluntary Time Off San Francisco CA 05/2024 11/2024
Morgan Stanley Private Bank, N.A New York NY 11/2024 Present
  • 08/2016 → 05/2024
    Blackrock Investments, Llc
    San Francisco, CA
  • 11/2024 → Present
    Morgan Stanley
    Folsom, CA
  • 05/2024 → 11/2024
    Voluntary Time Off
    San Francisco, CA
  • 11/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-19
  • S66 Uniform Combined State Law Examination
    2016-10-19
Other Names
  • Julia Dunnigan
  • Julia Elizabeth Dunnigan

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MONETA VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MATHEWS CAPITAL MANAGEMENT

Other Investors

Katie Louise Latour
Harold Kuk Rhee
Edwin Shanil Kumar
ERIKA PANDY
JOEL PATRICK DUCORE
GREGORY CURTIS JUNG
JAIME ELIZABETH BARRETTA
DWAINE HAROLD BAASCH

Other Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA
MONETA VENTURES, LLC · FOLSOM, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Folsom, CA
LPL FINANCIAL LLC · FOLSOM, CA
LPL FINANCIAL LLC · FOLSOM, CA
WELLS FARGO CLEARING SERVICES, LLC · FOLSOM, CA

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