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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-01
TX RA APPROVED 2026-06-01
  • OR RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

975 Oak Street Suite 300, Eugene, OR 97401 • 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
Morgan Stanley Smith Barney Llc Eugene OR 06/2026 Present
Stifel, Nicolaus & Co., Inc. Eugene OR 09/2024 06/2026
Pacific Continental Bank (Acquired By Columbia Bank 11/2014) Eugene OR 04/2016 11/2017
Unemployed Eugene OR 02/2021 12/2021
Rbc Wealth Management Eugene OR 01/2022 02/2024
Unemployed Eugene OR 03/2024 08/2024
Columbia Bank Eugene OR 12/2017 01/2021
Morgan Stanley Private Bank, N.A New York NY 06/2026 Present
  • 06/2026 → Present
    Morgan Stanley Smith Barney Llc
    Eugene, OR
  • 09/2024 → 06/2026
    Stifel, Nicolaus & Co., Inc.
    Eugene, OR
  • 04/2016 → 11/2017
    Pacific Continental Bank (Acquired By Columbia Bank 11/2014)
    Eugene, OR
  • 02/2021 → 12/2021
    Unemployed
    Eugene, OR
  • 01/2022 → 02/2024
    Rbc Wealth Management
    Eugene, OR
  • 03/2024 → 08/2024
    Unemployed
    Eugene, OR
  • 12/2017 → 01/2021
    Columbia Bank
    Eugene, OR
  • 06/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20
Other Names
  • Lisa Anne Cagle
  • Lisa Anne Schor

View on SEC IAPD

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