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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-08 |
| UT | RA | APPROVED | 2018-07-27 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
South Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 07/2012 | Present |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 03/2017 | 04/2018 |
1. Uber Eats; Investment related No; Food Delivery; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); May/2018; During business hours: 0; After business hours: 0; Delivering food 2. Door Dash; Investment related No; Food Delivery; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); May/2018; During business hours: 0; After business hours: 0; Delivering food *406670 - Amazon Flex; Investment Related No; West Valley City, UT; Package Delivery; Contractor (proprietor, partner, officer, director, employee, trustee, agent); July 2020; During business hours: 0; After business hours: 15. *469020- Roadie Inc.; Investment related No; Atlanta, Georgia; Georgia; delivery driver (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 15; *600199 - DeliverThat; Investment Related - No; Canton, Ohio; Catering Food Delivery; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 4; Pick up, deliver, and set up catering orders for food delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-25 |
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