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Simon Alexander Bonilla

Morgan Stanley

Los Gatos, 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 2020-10-07
CA RA APPROVED 2020-06-04
  • TX RA
    APPROVED_RES
    Since 2020-10-07
  • CA RA
    APPROVED
    Since 2020-06-04

Branch Locations

16000 Los Gatos Boulevard, Los Gatos, CA 95032 • 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
Mufg Union Bank San Carlos CA 03/2008 03/2019
Unionbanc Investment Services San Carlos CA 12/2016 03/2019
Morgan Stanley Los Gatos CA 05/2020 Present
Unemployed San Jose CA 04/2019 04/2020
  • 03/2008 → 03/2019
    Mufg Union Bank
    San Carlos, CA
  • 12/2016 → 03/2019
    Unionbanc Investment Services
    San Carlos, CA
  • 05/2020 → Present
    Morgan Stanley
    Los Gatos, CA
  • 04/2019 → 04/2020
    Unemployed
    San Jose, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-14
S63 Uniform Securities Agent State Law Examination 2017-05-01
  • S65 Uniform Investment Adviser Law Examination
    2018-02-14
  • S63 Uniform Securities Agent State Law Examination
    2017-05-01

View on SEC IAPD

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