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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2019-09-04 |
| UT | RA | APPROVED | 2019-08-28 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
West Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | South Jordan | UT | 05/2012 | 06/2018 |
| Morgan Stanley Bank, N.A. | Salt Lake City | UT | 06/2018 | 08/2019 |
| Morgan Stanley | South Jordan | UT | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-25 |
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