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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-22
  • CA RA
    APPROVED
    Since 2025-08-22

Branch Locations

21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • 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 Woodland Hills CA 06/2025 Present
The Church Of Jesus Christ Of Latter Day Saints Jacksonville FL 08/2016 08/2018
Brigham Young University Provo UT 08/2018 05/2023
Missionary Training Center Provo UT 04/2019 01/2022
The Church Of Jesus Christ Of Latter Day Saints Provo UT 01/2022 06/2023
Barton Associates Peabody MA 06/2023 04/2024
Snyk Boston MA 04/2024 06/2025
Morgan Stanley Private Bank, N.A. New York NY 09/2025 Present
  • 06/2025 → Present
    Morgan Stanley Smith Barney Llc
    Woodland Hills, CA
  • 08/2016 → 08/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Jacksonville, FL
  • 08/2018 → 05/2023
    Brigham Young University
    Provo, UT
  • 04/2019 → 01/2022
    Missionary Training Center
    Provo, UT
  • 01/2022 → 06/2023
    The Church Of Jesus Christ Of Latter Day Saints
    Provo, UT
  • 06/2023 → 04/2024
    Barton Associates
    Peabody, MA
  • 04/2024 → 06/2025
    Snyk
    Boston, MA
  • 09/2025 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
  • S66 Uniform Combined State Law Examination
    2025-08-22

View on SEC IAPD

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