Best Investors Account Sign in

Mina Lyn Hansen

Morgan Stanley

South Jordan, UT

South Jordan, UT

CRD 4252527

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-08
UT RA APPROVED 2018-07-27
  • TX RA
    APPROVED
    Since 2019-05-08
  • UT RA
    APPROVED
    Since 2018-07-27

Branch Locations

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

South Jordan, 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
Morgan Stanley South Jordan UT 07/2012 Present
Morgan Stanley Services Group Inc. South Jordan UT 03/2017 04/2018
  • 07/2012 → Present
    South Jordan, UT
  • 03/2017 → 04/2018
    Morgan Stanley Services Group Inc.
    South Jordan, UT
Previous Registrations
  • 2005-06-21 → 2007-01-17
    Morgan Stanley Dw Inc.
    West Valley, UT
    West Valley, UT
Other Businesses

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

Exams
CodeExamDate
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
  • 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
Other Names
  • Mina Lyn Behunin
  • Mina Lyn Merrill
  • Mina Lyn Phillips
  • Mina Lyn Phillips

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in South Jordan, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor