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John Rafael Shifter

Morgan Stanley

Potomac, MD

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-02-17
TX RA APPROVED 2023-02-17
  • MD RA
    APPROVED
    Since 2023-02-17
  • TX RA
    APPROVED
    Since 2023-02-17

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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
My Dry Master Bethesda MD 09/2018 10/2020
Shift Motion Dance Education Bethesda MD 01/2014 10/2020
Ipic Entertainment North Bethesda MD 07/2016 09/2018
Isagenix Bethesda MD 01/2015 03/2018
Equitable Advisors, Llc New York NY 10/2020 12/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 12/2020 02/2023
Morgan Stanley Smith Barney Llc Potomac MD 02/2023 Present
  • 09/2018 → 10/2020
    My Dry Master
    Bethesda, MD
  • 01/2014 → 10/2020
    Shift Motion Dance Education
    Bethesda, MD
  • 07/2016 → 09/2018
    Ipic Entertainment
    North Bethesda, MD
  • 01/2015 → 03/2018
    Isagenix
    Bethesda, MD
  • 10/2020 → 12/2020
    Equitable Advisors, Llc
    New York, NY
  • 12/2020 → 02/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bethesda, MD
  • 02/2023 → Present
    Morgan Stanley Smith Barney Llc
    Potomac, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2021-11-05
Other Names
  • John Rafael Gutierrez Shifter
  • John Rafael Gutierrez
  • John Shifter

View on SEC IAPD

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MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
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