Maxwell J Tuozzolo

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-02-25

Branch Locations

Chicago, IL • United States

Cwm Retail, Sales 817 Church Street, Evanston, IL 60201 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Chicago	IL	08/2023	12/2024
Lake Merced Golf Club	Daly City	CA	05/2021	08/2021
Private Construction	San Francisco	CA	05/2020	08/2020
Full Time Student At The University Of Colorado, Boulder	Boulder	CO	08/2019	05/2023
Potrero Medical	San Francisco	CA	05/2018	08/2018
Fine Arts Museum Of San Francisco	San Francisco	CA	05/2017	08/2018
Sacred Heart Cathedral Prep	San Francisco	CA	08/2015	05/2019
Citibank	Chicago	IL	01/2025	Present

08/2023 → 12/2024

Morgan Stanley

Chicago, IL
05/2021 → 08/2021

Lake Merced Golf Club

Daly City, CA
05/2020 → 08/2020

Private Construction

San Francisco, CA
08/2019 → 05/2023

Full Time Student At The University Of Colorado, Boulder

Boulder, CO
05/2018 → 08/2018

Potrero Medical

San Francisco, CA
05/2017 → 08/2018

Fine Arts Museum Of San Francisco

San Francisco, CA
08/2015 → 05/2019

Sacred Heart Cathedral Prep

San Francisco, CA
01/2025 → Present

Citibank

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-06
S63	Uniform Securities Agent State Law Examination	2023-11-29

Other Firms