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Josiah T Clymer

Morgan Stanley

Santa Cruz, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-14
CA RA APPROVED 2024-01-18
  • TX RA
    APPROVED
    Since 2024-06-14
  • CA RA
    APPROVED
    Since 2024-01-18

Branch Locations

6004 La Madrona Drive, Santa Cruz, CA 95060 • 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 Scotts Valley CA 11/2023 Present
Unemployed Scotts Valley CA 09/2023 11/2023
Crowsnest Resteraunt Group Santa Cruz CA 09/2021 09/2023
Starbucks Corporation Salinas CA 09/2019 09/2021
School Milillani HI 06/2008 09/2019
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 11/2023 → Present
    Morgan Stanley
    Scotts Valley, CA
  • 09/2023 → 11/2023
    Unemployed
    Scotts Valley, CA
  • 09/2021 → 09/2023
    Crowsnest Resteraunt Group
    Santa Cruz, CA
  • 09/2019 → 09/2021
    Starbucks Corporation
    Salinas, CA
  • 06/2008 → 09/2019
    School
    Milillani, HI
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
  • S66 Uniform Combined State Law Examination
    2024-01-18

View on SEC IAPD

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Other Investors

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NIKOLAS MARSHAL BARR
NAYANA T D DARRAH
Jon Michael Hanson
Kenneth A Evans
RICHARD MICHAEL KAPCHUK
MAGGIE MERIDETH MARTIN
GALAHAM ZUANICH

Other Offices

EDWARD JONES · SCOTTS VALLEY, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotts Valley, CA
CETERA INVESTMENT ADVISERS LLC · SCOTTS VALLEY, CA
J.P. MORGAN SECURITIES LLC · SCOTTS VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Scotts Valley, CA
VALIC FINANCIAL ADVISORS, INC. · SCOTTS VALLEY, CA
EDWARD JONES · SCOTTS VALLEY, CA
EDWARD JONES · Scotts Valley, CA

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