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Katie M Conley

Morgan Stanley

Eureka, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-07
CA RA APPROVED 2025-01-31
  • TX RA
    APPROVED
    Since 2025-02-07
  • CA RA
    APPROVED
    Since 2025-01-31

Branch Locations

2421 Buhne Street, Eureka, CA 95501 • 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 Eureka CA 03/2024 Present
Chase Bank Arcata CA 06/2022 02/2024
Costco Eureka CA 08/2021 06/2022
Recreational Equipment Inc. Sacramento CA 04/2017 07/2021
Student Rocklin CA 11/2015 04/2017
  • 03/2024 → Present
    Morgan Stanley
    Eureka, CA
  • 06/2022 → 02/2024
    Chase Bank
    Arcata, CA
  • 08/2021 → 06/2022
    Costco
    Eureka, CA
  • 04/2017 → 07/2021
    Recreational Equipment Inc.
    Sacramento, CA
  • 11/2015 → 04/2017
    Student
    Rocklin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31

View on SEC IAPD

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Other Offices

EDWARD JONES · EUREKA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Eureka, CA
EDWARD JONES · EUREKA, CA
STONEX ADVISORS INC. · Eureka, CA
PROSPERA FINANCIAL SERVICES, INC. · EUREKA, CA
PREMIER FINANCIAL GROUP INC · EUREKA, CA
WELLS FARGO CLEARING SERVICES, LLC · EUREKA, CA
REDWOOD COAST FINANCIAL PARTNERS · EUREKA, CA

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