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Trevor Lowe

Morgan Stanley

Sherman Oaks, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-15
CA RA APPROVED 2025-11-26
  • TX RA
    APPROVED
    Since 2026-05-15
  • CA RA
    APPROVED
    Since 2025-11-26

Branch Locations

15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • 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
Aflac Culver City CA 11/2019 12/2020
Unemployed Alamo CA 06/2019 11/2019
Unemployed Rome 01/2019 05/2019
The University Of Arizona Tucson AZ 01/2014 12/2018
Seagate Cupertino CA 05/2018 07/2018
Seagate Cupertino CA 06/2017 07/2017
Thrivent Investment Management Inc Glendale CA 03/2021 10/2021
Thrivent Financial Appleton WI 03/2021 07/2021
Thrivent Financial Appleton WI 07/2021 10/2021
J.P. Morgan Securities Llc Encino CA 11/2021 09/2025
Jpmorgan Chase Bank, N.A. Encino CA 11/2021 09/2025
Unemployed Sherman Oaks CA 01/2021 02/2021
Morgan Stanley Sherman Oaks CA 10/2025 Present
  • 11/2019 → 12/2020
    Aflac
    Culver City, CA
  • 06/2019 → 11/2019
    Unemployed
    Alamo, CA
  • 01/2019 → 05/2019
    Unemployed
    Rome
  • 01/2014 → 12/2018
    The University Of Arizona
    Tucson, AZ
  • 05/2018 → 07/2018
    Seagate
    Cupertino, CA
  • 06/2017 → 07/2017
    Seagate
    Cupertino, CA
  • 03/2021 → 10/2021
    Thrivent Investment Management Inc
    Glendale, CA
  • 03/2021 → 07/2021
    Thrivent Financial
    Appleton, WI
  • 07/2021 → 10/2021
    Thrivent Financial
    Appleton, WI
  • 11/2021 → 09/2025
    J.P. Morgan Securities Llc
    Encino, CA
  • 11/2021 → 09/2025
    Jpmorgan Chase Bank, N.A.
    Encino, CA
  • 01/2021 → 02/2021
    Unemployed
    Sherman Oaks, CA
  • 10/2025 → Present
    Morgan Stanley
    Sherman Oaks, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2021-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2021-04-30

View on SEC IAPD

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WRW WEALTH ADVISORS
UBS FINANCIAL SERVICES INC.
KATAM HILL LLC
THE WEALTH CONSULTING GROUP

Other Investors

ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM
Brian Robert Grimditch
Jamie Noelle Rugg
Clark Christian Evans
RICHARD BARNETT
LISA IRWIN STERNBERG

Other Offices

MORPHEUS ADVISORS · SHERMAN OAKS, CA
BELAY INVESTMENT GROUP, LLC · SHERMAN OAKS, CA
HIGHLINE ASSET MANAGEMENT, LLC · SHERMAN OAKS, CA
HIGHLINE WEALTH PARTNERS · SHERMAN OAKS, CA
WRW WEALTH ADVISORS · SHERMAN OAKS, CA
UBS FINANCIAL SERVICES INC. · Sherman Oaks, CA
KATAM HILL LLC · SHERMAN OAKS, CA
THE WEALTH CONSULTING GROUP · SHERMAN OAKS, CA

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