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Alicia Kay Taylor

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
TX RA APPROVED_RES 2024-05-09
CA RA APPROVED 2019-02-04
  • TX RA
    APPROVED_RES
    Since 2024-05-09
  • CA RA
    APPROVED
    Since 2019-02-04

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
Morgan Stanley Walnut Creek CA 11/2017 Present
J.JIll Walnut Creek CA 09/2016 11/2017
Vineyard Vines Walnut Creek CA 11/2015 09/2016
  • 11/2017 → Present
    Morgan Stanley
    Walnut Creek, CA
  • 09/2016 → 11/2017
    J.JIll
    Walnut Creek, CA
  • 11/2015 → 09/2016
    Vineyard Vines
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-04
  • S66 Uniform Combined State Law Examination
    2019-02-04
Other Names
  • Alicia Kay Torre

View on SEC IAPD

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BURTON ENRIGHT WELCH
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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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

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