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Ryan Thomas Dugan

Morgan Stevens Asset Management, LLC

Coto De Caza, CA

Trabuco Canyon, CA

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Current Employers
Morgan Stevens Asset Management, Llc

Coto De Caza, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Coto De Caza, CA • United States

Trabuco Canyon, CA • 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 Stevens Asset Management, Llc Trabuco Canyon CA 05/2023 Present
Cross Country Mortgage, Llc Newport Beach CA 04/2022 05/2023
Lend Us, Llc Newport Beach CA 09/2021 04/2022
Ffc Mortgage Corp. Irvine CA 09/2020 09/2021
Pga Superstore Irvine CA 08/2020 09/2020
Uc Santa Cruz Santa Cruz CA 09/2015 06/2019
Unemployed Trabuco Canyon CA 06/2019 08/2020
  • 05/2023 → Present
    Morgan Stevens Asset Management, Llc
    Trabuco Canyon, CA
  • 04/2022 → 05/2023
    Cross Country Mortgage, Llc
    Newport Beach, CA
  • 09/2021 → 04/2022
    Lend Us, Llc
    Newport Beach, CA
  • 09/2020 → 09/2021
    Ffc Mortgage Corp.
    Irvine, CA
  • 08/2020 → 09/2020
    Pga Superstore
    Irvine, CA
  • 09/2015 → 06/2019
    Uc Santa Cruz
    Santa Cruz, CA
  • 06/2019 → 08/2020
    Unemployed
    Trabuco Canyon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25

View on SEC IAPD

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