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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
CA RA APPROVED 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-13
  • CA RA
    APPROVED
    Since 2025-08-04

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
First Republic Securities Company, Llc Newport Beach CA 07/2021 10/2023
Ameriprise Financial Irvine CA 08/2019 06/2021
Saddleback Community College Mission Viejo AL 08/2015 12/2018
California State University, Long Beach Long Beach CA 01/2018 06/2019
Traveling Cary NC 02/2015 07/2018
J.P. Morgan Securities Llc Newport Beach CA 09/2023 07/2024
Lion Street Financial Austin TX 08/2024 03/2025
Blue Ocean Companies Llc Bellevue WA 08/2024 02/2025
Morgan Stanley Newport Beach CA 06/2025 Present
  • 07/2021 → 10/2023
    First Republic Securities Company, Llc
    Newport Beach, CA
  • 08/2019 → 06/2021
    Ameriprise Financial
    Irvine, CA
  • 08/2015 → 12/2018
    Saddleback Community College
    Mission Viejo, AL
  • 01/2018 → 06/2019
    California State University, Long Beach
    Long Beach, CA
  • 02/2015 → 07/2018
    Traveling
    Cary, NC
  • 09/2023 → 07/2024
    J.P. Morgan Securities Llc
    Newport Beach, CA
  • 08/2024 → 03/2025
    Lion Street Financial
    Austin, TX
  • 08/2024 → 02/2025
    Blue Ocean Companies Llc
    Bellevue, WA
  • 06/2025 → Present
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26
Other Names
  • Payton Gronnerud
  • Payton Kay Marie Gronnerud

View on SEC IAPD

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