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Luke Riess Lundberg

Morgan Stanley

Seattle, WA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-14
WA RA APPROVED 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14
  • WA RA
    APPROVED
    Since 2025-11-14

Branch Locations

601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • 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
J.P. Morgan Securities Llc Tempe AZ 07/2024 10/2025
M Culinary Concepts Llc Phoenix AZ 01/2023 10/2025
College Movers Llc Phoenix AZ 11/2022 04/2024
Camelback Strategy Group Phoenix AZ 01/2024 04/2024
Rayhons Financial Gilbert AZ 09/2023 01/2024
Rayhons Financial Gilbert AZ 05/2023 07/2023
Valley Christmas Lights Llc Phoenix AZ 12/2022 12/2022
Van Engen Business Solutions Llc Urbandale IA 05/2022 08/2022
Grand Canyon Education Inc Phoenix AZ 10/2021 12/2021
Hy-Vee Phoenix AZ 02/2018 08/2019
Unemployed Urbandale IA 07/2014 01/2018
Unemployed Phoenix AZ 09/2019 09/2021
Camelback Strategy Group Phoenix AZ 12/2021 04/2022
Unemployed Phoenix AZ 09/2022 10/2022
Sandpiper Strategies Llc Phoenix AZ 03/2025 10/2025
Morgan Stanley Seattle WA 11/2025 Present
  • 07/2024 → 10/2025
    J.P. Morgan Securities Llc
    Tempe, AZ
  • 01/2023 → 10/2025
    M Culinary Concepts Llc
    Phoenix, AZ
  • 11/2022 → 04/2024
    College Movers Llc
    Phoenix, AZ
  • 01/2024 → 04/2024
    Camelback Strategy Group
    Phoenix, AZ
  • 09/2023 → 01/2024
    Rayhons Financial
    Gilbert, AZ
  • 05/2023 → 07/2023
    Rayhons Financial
    Gilbert, AZ
  • 12/2022 → 12/2022
    Valley Christmas Lights Llc
    Phoenix, AZ
  • 05/2022 → 08/2022
    Van Engen Business Solutions Llc
    Urbandale, IA
  • 10/2021 → 12/2021
    Grand Canyon Education Inc
    Phoenix, AZ
  • 02/2018 → 08/2019
    Hy-Vee
    Phoenix, AZ
  • 07/2014 → 01/2018
    Unemployed
    Urbandale, IA
  • 09/2019 → 09/2021
    Unemployed
    Phoenix, AZ
  • 12/2021 → 04/2022
    Camelback Strategy Group
    Phoenix, AZ
  • 09/2022 → 10/2022
    Unemployed
    Phoenix, AZ
  • 03/2025 → 10/2025
    Sandpiper Strategies Llc
    Phoenix, AZ
  • 11/2025 → Present
    Morgan Stanley
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-12
S63 Uniform Securities Agent State Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-10-12
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20
Other Names
  • Luke Riess Lundberg
  • Luke R Lundberg

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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