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Coburn T Brassey

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-07
CA RA APPROVED 2024-11-28
  • TX RA
    APPROVED
    Since 2025-01-07
  • CA RA
    APPROVED
    Since 2024-11-28

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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 Walnut Creek CA 06/2024 Present
The Pinza Group Walnut Creek CA 06/2023 07/2023
The Sink Boulder CO 08/2022 10/2022
Up Software Solutions Denver CO 06/2022 08/2022
Ameritech Windows Boulder CO 05/2022 06/2022
The University Of Colorado Boulder Boulder CO 08/2020 05/2024
Redwood High School Larkspur CA 08/2016 06/2020
  • 06/2024 → Present
    Morgan Stanley
    Walnut Creek, CA
  • 06/2023 → 07/2023
    The Pinza Group
    Walnut Creek, CA
  • 08/2022 → 10/2022
    The Sink
    Boulder, CO
  • 06/2022 → 08/2022
    Up Software Solutions
    Denver, CO
  • 05/2022 → 06/2022
    Ameritech Windows
    Boulder, CO
  • 08/2020 → 05/2024
    The University Of Colorado Boulder
    Boulder, CO
  • 08/2016 → 06/2020
    Redwood High School
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2024-11-27
Other Names
  • Coburn Brassey

View on SEC IAPD

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ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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