Brandon Loza

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-29
CA	RA	APPROVED	2025-07-16

Branch Locations

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

Organization	City	State	From	To
E*Trade Securities Llc	Cupertino	CA	02/2017	06/2019
San Jose State University - Academic Technology Support	San Jose	CA	02/2015	01/2017
E*Trade Capital Management Llc	Cupertino	CA	05/2017	06/2019
Futu Inc	Palo Alto	CA	07/2019	07/2021
Uber	San Francisco	CA	07/2021	03/2022
Futu Inc	Palo Alto	CA	03/2022	03/2024
Sageview Advisory Group, Llc	Woodside	CA	04/2024	04/2025
Cetera Advisor Networks Llc	El Segundo	CA	05/2024	05/2025
Morgan Stanley	San Jose	CA	07/2025	Present

02/2017 → 06/2019

E*Trade Securities Llc

Cupertino, CA
02/2015 → 01/2017

San Jose State University - Academic Technology Support

San Jose, CA
05/2017 → 06/2019

E*Trade Capital Management Llc

Cupertino, CA
07/2019 → 07/2021

Futu Inc

Palo Alto, CA
07/2021 → 03/2022

Uber

San Francisco, CA
03/2022 → 03/2024

Futu Inc

Palo Alto, CA
04/2024 → 04/2025

Sageview Advisory Group, Llc

Woodside, CA
05/2024 → 05/2025

Cetera Advisor Networks Llc

El Segundo, CA
07/2025 → Present

Morgan Stanley

San Jose, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-28
S66	Uniform Combined State Law Examination	2017-06-29

Other Firms