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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-23
CA RA APPROVED 2023-11-15
  • TX RA
    APPROVED
    Since 2025-09-23
  • CA RA
    APPROVED
    Since 2023-11-15

Branch Locations

28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • 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 Laguna Niguel CA 07/2023 Present
Morgan Stanley Irvine CA 06/2022 08/2022
Nordstrom Mission Viejo CA 06/2021 08/2021
South Orange County Oral And Maxillofacial Surgery Aliso Viejo CA 05/2018 08/2018
Jserra Catholic High School San Juan Capistrano CA 08/2015 06/2019
Texas Christian University Fort Worth TX 08/2019 06/2023
Morgan Stanley Private Bank, N.A New York NY 08/2025 Present
  • 07/2023 → Present
    Laguna Niguel, CA
  • 06/2022 → 08/2022
    Irvine, CA
  • 06/2021 → 08/2021
    Nordstrom
    Mission Viejo, CA
  • 05/2018 → 08/2018
    South Orange County Oral And Maxillofacial Surgery
    Aliso Viejo, CA
  • 08/2015 → 06/2019
    Jserra Catholic High School
    San Juan Capistrano, CA
  • 08/2019 → 06/2023
    Texas Christian University
    Fort Worth, TX
  • 08/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-15
  • S66 Uniform Combined State Law Examination
    2023-11-15

View on SEC IAPD

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