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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-06
CA RA APPROVED 2026-01-26
  • TX RA
    APPROVED
    Since 2026-03-06
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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 Menlo Park CA 11/2025 Present
Morgan Stanley Menlo Park CA 08/2024 09/2024
Seattle Boat Company Bellevue WA 06/2022 09/2022
Stanford University Stanford CA 09/2021 06/2025
Bellevue High School Bellevue WA 09/2018 06/2021
Menlo School Atherton CA 08/2015 06/2018
Unemployed Bellevue WA 07/2025 10/2025
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 11/2025 → Present
    Menlo Park, CA
  • 08/2024 → 09/2024
    Menlo Park, CA
  • 06/2022 → 09/2022
    Seattle Boat Company
    Bellevue, WA
  • 09/2021 → 06/2025
    Stanford University
    Stanford, CA
  • 09/2018 → 06/2021
    Bellevue High School
    Bellevue, WA
  • 08/2015 → 06/2018
    Menlo School
    Atherton, CA
  • 07/2025 → 10/2025
    Unemployed
    Bellevue, WA
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-22
  • S66 Uniform Combined State Law Examination
    2026-01-22
Other Names
  • Jessica Trevor Peters

View on SEC IAPD

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