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Richard Mathias Harrington Ordona

Morgan Stanley

Carlsbad, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
TX RA APPROVED 2025-06-30
WA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-06-30
  • WA RA
    APPROVED
    Since 2024-11-14

Branch Locations

5796 Armada Drive Suite 200, Carlsbad, CA 92008 • 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 Carlsbad CA 01/2024 Present
Grousemont Property Management Kirkland WA 09/2022 01/2024
Assuredpartners Of Wa Seattle WA 04/2022 08/2022
University Of Washington Seattle WA 11/2018 05/2022
Nordstrom Seattle WA 06/2018 01/2019
Cristwood Park Shoreline WA 04/2017 06/2018
N/A Shoreline WA 01/2014 03/2017
  • 01/2024 → Present
    Morgan Stanley
    Carlsbad, CA
  • 09/2022 → 01/2024
    Grousemont Property Management
    Kirkland, WA
  • 04/2022 → 08/2022
    Assuredpartners Of Wa
    Seattle, WA
  • 11/2018 → 05/2022
    University Of Washington
    Seattle, WA
  • 06/2018 → 01/2019
    Nordstrom
    Seattle, WA
  • 04/2017 → 06/2018
    Cristwood Park
    Shoreline, WA
  • 01/2014 → 03/2017
    N/A
    Shoreline, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-14
Other Names
  • Richard M Ordona

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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