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Serena J Truong

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-24
CA RA APPROVED 2021-02-22
  • TX RA
    APPROVED
    Since 2021-06-24
  • CA RA
    APPROVED
    Since 2021-02-22

Branch Locations

245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • 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
Morgan Stanley Palo Alto CA 10/2019 Present
Pantheon Wealth Planning San Jose CA 11/2017 10/2019
Starbucks Irvine CA 04/2016 11/2016
University Of California, Irvine Irvine CA 12/2016 06/2017
Unemployed San Jose CA 07/2017 10/2017
  • 10/2019 → Present
    Morgan Stanley
    Palo Alto, CA
  • 11/2017 → 10/2019
    Pantheon Wealth Planning
    San Jose, CA
  • 04/2016 → 11/2016
    Starbucks
    Irvine, CA
  • 12/2016 → 06/2017
    University Of California, Irvine
    Irvine, CA
  • 07/2017 → 10/2017
    Unemployed
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
  • S66 Uniform Combined State Law Examination
    2021-02-22
Other Names
  • Jennifer Truong

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

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