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Brandon Mikeal Montalvo

Morgan Stanley

Roseville, 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 2020-03-03
CA RA APPROVED 2018-02-05
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • CA RA
    APPROVED
    Since 2018-02-05

Branch Locations

1478 Stone Point Drive Suite 500, Roseville, CA 95661 • 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 Roseville CA 02/2018 Present
Buck & Sadie's Roseville CA 09/2017 02/2018
Finishline Express Mather CA 09/2017 02/2018
San Rafael Pacific's San Rafael CA 05/2017 07/2017
The Partner's Group Little Rock AR 01/2017 04/2017
University Of Central Arkansas Conway AR 05/2016 07/2017
Wis International Sherwood AR 08/2016 12/2016
Morgan Stanley Private Bank, N.A. New York NY 02/2018 Present
  • 02/2018 → Present
    Roseville, CA
  • 09/2017 → 02/2018
    Buck & Sadie's
    Roseville, CA
  • 09/2017 → 02/2018
    Finishline Express
    Mather, CA
  • 05/2017 → 07/2017
    San Rafael Pacific's
    San Rafael, CA
  • 01/2017 → 04/2017
    The Partner's Group
    Little Rock, AR
  • 05/2016 → 07/2017
    University Of Central Arkansas
    Conway, AR
  • 08/2016 → 12/2016
    Wis International
    Sherwood, AR
  • 02/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

Buck & Sadie's, Not Investment -related CA, part-time (ending employment prior to Morgan Stanley)beertender employee, 09/2017, 25 hours,0 hours, serving beer, wine, and food Finishine Express, Not investment- related Mather CA. part-time (ending employment prior to Morgan Stanley),courler, employee, 09/2017, 10 hours, 0 hours, delivering packages. *584077 - Hidden Grove Ranch, LLC; Investment related Yes; Houston, Texas; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 0; Administrative *603466 - Sky Haven Living LLC; Investment Related - Yes; Roseville, California; Real Estate; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 5; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-04
  • S66 Uniform Combined State Law Examination
    2018-02-04

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