Morgan Baldwin

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-21

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	11/2023	10/2024
Bright Bear Bakery	Petaluma	CA	03/2015	12/2021
C& P Microsystems	Petaluma	CA	02/2022	09/2023
Sonoma State University	Rohnert Park	CA	08/2017	05/2022
Unemployed	San Francisco	CA	10/2023	11/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Palo Alto	CA	10/2024	Present
Santa Rosa Junior College	Santa Rosa	CA	08/2011	12/2016
Bank Of America, N.A	Palo Alto	CA	01/2025	Present

11/2023 → 10/2024

Equitable Advisors, Llc

New York, NY
03/2015 → 12/2021

Bright Bear Bakery

Petaluma, CA
02/2022 → 09/2023

C& P Microsystems

Petaluma, CA
08/2017 → 05/2022

Sonoma State University

Rohnert Park, CA
10/2023 → 11/2023

Unemployed

San Francisco, CA
10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA
08/2011 → 12/2016

Santa Rosa Junior College

Santa Rosa, CA
01/2025 → Present

Bank Of America, N.A

Palo Alto, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-14

Other Firms