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Mark Daniel Stevenson

Morgan Stanley

Redding, CA

Sacramento, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-25
TX RA APPROVED 2023-05-25
  • CA RA
    APPROVED
    Since 2023-05-25
  • TX RA
    APPROVED
    Since 2023-05-25

Branch Locations

310 Hemsted Drive Suite 100, Redding, CA 96002 • United States

400 Capitol Mall Suite 1900, Sacramento, CA 95814 • 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
Unemployed West Sacramento CA 10/2017 06/2018
Glenburn Baptist Church Paisley 03/2015 10/2017
J.P. Morgan Securities Llc Citrus Heights CA 07/2018 04/2021
Jp Morgan Chase Bank N.A. Citrus Heights CA 07/2018 04/2021
Wells Fargo Clearing Services, Llc Sacramento CA 04/2021 04/2022
Wells Fargo Bank, Na Sacramento CA 04/2021 04/2022
Fidelity Investments Durham NC 04/2022 05/2023
Morgan Stanley Sacramento CA 05/2023 Present
Morgan Stanley Private Bank, N.A New York NY 04/2025 Present
  • 10/2017 → 06/2018
    Unemployed
    West Sacramento, CA
  • 03/2015 → 10/2017
    Glenburn Baptist Church
    Paisley
  • 07/2018 → 04/2021
    J.P. Morgan Securities Llc
    Citrus Heights, CA
  • 07/2018 → 04/2021
    Jp Morgan Chase Bank N.A.
    Citrus Heights, CA
  • 04/2021 → 04/2022
    Wells Fargo Clearing Services, Llc
    Sacramento, CA
  • 04/2021 → 04/2022
    Wells Fargo Bank, Na
    Sacramento, CA
  • 04/2022 → 05/2023
    Fidelity Investments
    Durham, NC
  • 05/2023 → Present
    Morgan Stanley
    Sacramento, CA
  • 04/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2022-05-23 → 2023-05-05
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2021-06-03 → 2022-04-21
    Wells Fargo Clearing Services, Llc
    Sacramento, CA
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-03
S63 Uniform Securities Agent State Law Examination 2018-08-21
  • S66 Uniform Combined State Law Examination
    2021-06-03
  • S63 Uniform Securities Agent State Law Examination
    2018-08-21
Other Names
  • Mark D Stevenson
  • Mark Stevenson
  • Mark Daniel Stevenson

View on SEC IAPD

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WOVEN CAPITAL, LLC
EDWARD JONES

Other Investors

JASON ROBERT WAYBRIGHT
ANDREW DAVID FREIBERG
JOHN STUART WINN
LEWIS GEORGE CHAMBERLAIN
BRANDY LYNN BAILEY
JASON MICHAEL RICHART
Joseph Eugene Schmitz
Jeremy Malcom Buranis

Other Offices

LPL FINANCIAL LLC · REDDING, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Redding, CA
RUBICON ADVISORS · Redding, CA
THE AMERIFLEX GROUP · Redding, CA
WELLS FARGO CLEARING SERVICES, LLC · REDDING, CA
LPL FINANCIAL LLC · REDDING, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · REDDING, CA
LPL FINANCIAL LLC · Redding, CA

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