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Phil Park

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-30
TX RA APPROVED 2022-06-30
  • CA RA
    APPROVED
    Since 2022-06-30
  • TX RA
    APPROVED
    Since 2022-06-30

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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
Lendingclub San Francisco CA 07/2013 07/2017
Morgan Stanley Smith Barney Llc Menlo Park CA 07/2017 Present
Morgan Stanley Private Bank, N.A. Menlo Park CA 07/2017 05/2022
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 07/2013 → 07/2017
    Lendingclub
    San Francisco, CA
  • 07/2017 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 07/2017 → 05/2022
    Morgan Stanley Private Bank, N.A.
    Menlo Park, CA
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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