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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
CA RA APPROVED 2025-12-24
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • CA RA
    APPROVED
    Since 2025-12-24

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services, Inc. Los Angeles CA 10/2022 06/2025
Nuro Ai, Inc. Los Angeles CA 09/2021 10/2022
Encore Global/Psav Rancho Palos Verdes CA 01/2020 04/2020
Open Point Capital, Llc. Beverly Hills CA 09/2017 12/2019
Axianta Financial Partners Beverly Hills CA 04/2015 08/2017
The Coding School-Quantum Computing Los Angeles CA 05/2020 08/2021
Pandemic Furloughed/Unemployed Los Angeles CA 04/2020 08/2021
Morgan Stanley Beverly Hills CA 12/2025 Present
Unemployed Los Angeles CA 07/2025 11/2025
  • 10/2022 → 06/2025
    Los Angeles, CA
  • 09/2021 → 10/2022
    Nuro Ai, Inc.
    Los Angeles, CA
  • 01/2020 → 04/2020
    Encore Global/Psav
    Rancho Palos Verdes, CA
  • 09/2017 → 12/2019
    Open Point Capital, Llc.
    Beverly Hills, CA
  • 04/2015 → 08/2017
    Axianta Financial Partners
    Beverly Hills, CA
  • 05/2020 → 08/2021
    The Coding School-Quantum Computing
    Los Angeles, CA
  • 04/2020 → 08/2021
    Pandemic Furloughed/Unemployed
    Los Angeles, CA
  • 12/2025 → Present
    Beverly Hills, CA
  • 07/2025 → 11/2025
    Unemployed
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-29
  • S66 Uniform Combined State Law Examination
    2023-04-29
Other Names
  • Jonathan Phillip Luis
  • Jonathan Philip Luis

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