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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-11 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2014 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 06/2014 | 09/2023 |
| Morgan Stanley | Holladay | UT | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
*627615 - Rental Property; Investment Related - Yes; St George, Utah; Rental Property; Landlord (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-11 |
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