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Trevor A Pepper

Morgan Stanley

Newport Beach, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-27
CA RA APPROVED 2023-09-18
  • TX RA
    APPROVED_RES
    Since 2023-10-27
  • CA RA
    APPROVED
    Since 2023-09-18

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • 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
Charles Schwab & Co., Inc. San Francisco CA 07/2015 09/2023
Charles Schwab Bank, Ssb San Francisco CA 05/2017 09/2023
Morgan Stanley Newport Beach CA 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2023 Present
  • 07/2015 → 09/2023
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 05/2017 → 09/2023
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 09/2023 → Present
    Morgan Stanley
    Newport Beach, CA
  • 10/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2015-12-23 → 2023-09-11
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Lone Tree, CO
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-02
  • S66 Uniform Combined State Law Examination
    2015-12-02

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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