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Ashley Janelle Steinman

Morgan Stanley

San Francisco, CA

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-15
CA RA APPROVED 2021-03-26
  • TX RA
    APPROVED
    Since 2021-12-15
  • CA RA
    APPROVED
    Since 2021-03-26

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • United States

2725 Sand Hill Road Pwm, 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
Wells Fargo Bank Na San Rafael CA 08/2016 03/2019
Wells Fargo Clearing Services Llc San Rafael CA 05/2017 03/2019
Morgan Stanley Menlo Park CA 06/2020 Present
Jb&A San Rafael CA 03/2019 05/2020
  • 08/2016 → 03/2019
    Wells Fargo Bank Na
    San Rafael, CA
  • 05/2017 → 03/2019
    Wells Fargo Clearing Services Llc
    San Rafael, CA
  • 06/2020 → Present
    Morgan Stanley
    Menlo Park, CA
  • 03/2019 → 05/2020
    Jb&A
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-26
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2021-03-26
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Other Names
  • Ashley Steinman

View on SEC IAPD

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Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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