Simon Wesley Petro

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-11
CA	RA	APPROVED	2018-08-25

TX RA
APPROVED

Since 2019-01-11
CA RA
APPROVED

Since 2018-08-25

Branch Locations

1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States

1111 Prospect Street, La Jolla, CA 92037 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Sd Event Production	San Diego	CA	08/2015	06/2018
Access Destination Services	San Diego	CA	03/2015	Present
Morgan Stanley Smith Barney Llc	Carlsbad	CA	07/2018	09/2018
Morgan Stanley Private Bank, N.A.	New York	NY	09/2018	Present
Morgan Stanley Smith Barney Llc	Roseville	CA	09/2018	Present

08/2015 → 06/2018

Sd Event Production

San Diego, CA
03/2015 → Present

Access Destination Services

San Diego, CA
07/2018 → 09/2018

Morgan Stanley Smith Barney Llc

Carlsbad, CA
09/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
09/2018 → Present

Morgan Stanley Smith Barney Llc

Roseville, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-25

S66 Uniform Combined State Law Examination

2018-08-25

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Exams

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