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Daniel D Platt

Morgan Stanley

Park City, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-09-16
UT RA APPROVED 2015-06-05
NV RA APPROVED 2012-06-12
  • TX RA
    APPROVED_RES
    Since 2015-09-16
  • UT RA
    APPROVED
    Since 2015-06-05
  • NV RA
    APPROVED
    Since 2012-06-12

Branch Locations

1441 West Ute Boulevard Suite 180, Park City, UT 84098 • 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 Smith Barney Las Vegas NV 04/2012 Present
Morgan Stanley Private Bank, N.A. New York NY 09/2019 Present
  • 04/2012 → Present
    Morgan Stanley Smith Barney
    Las Vegas, NV
  • 09/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-04
S63 Uniform Securities Agent State Law Examination 2011-01-07
  • S65 Uniform Investment Adviser Law Examination
    2011-03-04
  • S63 Uniform Securities Agent State Law Examination
    2011-01-07
Other Names
  • Daniel Platt
  • Daniel David Platt
  • Daniel David Platt
  • Dan Platt
  • Daniel D Platt
  • Daniel D. Platt

View on SEC IAPD

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Other Offices

DECATHLON CAPITAL MANAGEMENT II, LLC · PARK CITY, UT
THE CAPROCK GROUP, LLC · PARK CITY, UT
WELLS FARGO CLEARING SERVICES, LLC · PARK CITY, UT
DW HEALTHCARE PARTNERS · PARK CITY, UT
HST VENTURES, LLC · PARK CITY, UT
OAKHOUSE PARTNERS, LLC · PARK CITY, UT
HUNTER SEARCH MANAGEMENT · PARK CITY, UT
KULTURA CAPITAL MANAGEMENT LP · PARK CITY, UT

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