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Mark Tristan Pettit

Morgan Stanley

Bend, OR

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-20
TX RA APPROVED 2026-04-20
  • OR RA
    APPROVED
    Since 2026-04-20
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • 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
American Crossroads Washington DC 06/2015 06/2017
U.S. Department Of Justice Washington DC 06/2017 01/2019
Kobre & Kim Washington DC 01/2019 01/2020
Nyu Stern School Of Business Executive Mba Washington DC 09/2019 07/2021
Unemployed Washington DC 07/2021 01/2022
D.A. Davidson & Co. Bend OR 01/2022 04/2026
Morgan Stanley Smith Barney Llc Bend OR 04/2026 Present
Morgan Stanley Private Bank, N.A New York NY 05/2026 Present
  • 06/2015 → 06/2017
    American Crossroads
    Washington, DC
  • 06/2017 → 01/2019
    U.S. Department Of Justice
    Washington, DC
  • 01/2019 → 01/2020
    Kobre & Kim
    Washington, DC
  • 09/2019 → 07/2021
    Nyu Stern School Of Business Executive Mba
    Washington, DC
  • 07/2021 → 01/2022
    Unemployed
    Washington, DC
  • 01/2022 → 04/2026
    D.A. Davidson & Co.
    Bend, OR
  • 04/2026 → Present
    Morgan Stanley Smith Barney Llc
    Bend, OR
  • 05/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
  • S66 Uniform Combined State Law Examination
    2022-07-12

View on SEC IAPD

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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