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Kelvin J Foutz

Morgan Stanley

South Jordan, UT

Woods Cross, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-14
UT RA APPROVED 2021-07-22
  • TX RA
    APPROVED
    Since 2021-12-14
  • UT RA
    APPROVED
    Since 2021-07-22

Branch Locations

680 West 10000 South, South Jordan, UT 84095 • United States

Woods Cross, UT • 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
Fidelity Brokerage Services, Inc. Salt Lake City UT 11/1989 02/2021
Morgan Stanley South Jordan UT 06/2021 Present
Unemployed Wood Cross UT 02/2021 06/2021
  • 11/1989 → 02/2021
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 06/2021 → Present
    Morgan Stanley
    South Jordan, UT
  • 02/2021 → 06/2021
    Unemployed
    Wood Cross, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-21
S63 Uniform Securities Agent State Law Examination 1988-04-27
  • S65 Uniform Investment Adviser Law Examination
    2021-07-21
  • S63 Uniform Securities Agent State Law Examination
    1988-04-27
Other Names
  • Kelvin J Foutz
  • Kelvin Jones Foutz

View on SEC IAPD

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Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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