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Lukas C Richards

Morgan Stanley

Woodland Hills, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
CA RA APPROVED 2025-07-04
  • TX RA
    APPROVED
    Since 2025-07-11
  • CA RA
    APPROVED
    Since 2025-07-04

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 Woodland Hills CA 05/2025 Present
Gelfand, Rennert & Feldman Encino CA 01/2024 05/2025
Csis Insurance Services Thousand Oaks CA 08/2020 01/2024
Monarch Plan Advisors Simi Valley CA 10/2022 12/2022
Oak Park High School Oak Park CA 06/2016 06/2020
Boise State University Boise ID 06/2020 06/2022
Cal State University Northridge Northridge CA 06/2022 06/2024
Chipotle Mexican Grill Moorpark CA 06/2020 08/2020
  • 05/2025 → Present
    Morgan Stanley
    Woodland Hills, CA
  • 01/2024 → 05/2025
    Gelfand, Rennert & Feldman
    Encino, CA
  • 08/2020 → 01/2024
    Csis Insurance Services
    Thousand Oaks, CA
  • 10/2022 → 12/2022
    Monarch Plan Advisors
    Simi Valley, CA
  • 06/2016 → 06/2020
    Oak Park High School
    Oak Park, CA
  • 06/2020 → 06/2022
    Boise State University
    Boise, ID
  • 06/2022 → 06/2024
    Cal State University Northridge
    Northridge, CA
  • 06/2020 → 08/2020
    Chipotle Mexican Grill
    Moorpark, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-21
  • S66 Uniform Combined State Law Examination
    2024-12-21

View on SEC IAPD

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CHELSEA MANAGEMENT COMPANY

Other Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

More in Woodland Hills, CA

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