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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-05 |
| UT | RA | APPROVED | 2019-12-05 |
Branch Locations
6510 South Millrock Drive Suite 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 04/1998 | 12/2019 |
| Bank Of America, N.A. | Salt Lake City | UT | 04/2011 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Holladay | UT | 12/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2020 | Present |
* 411838 - 8 Moose Enterprises; Investment related No; Holladay, UT; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 4; After business hours: 6; Business Development/Growth, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-27 |
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