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Matthew S Taylor

Morgan Stanley

South Jordan, UT

Bountiful, 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 2021-04-23
UT RA APPROVED 2021-04-21
  • TX RA
    APPROVED_RES
    Since 2021-04-23
  • UT RA
    APPROVED
    Since 2021-04-21

Branch Locations

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

Bountiful, 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
Wells Fargo Advisors Llc Salt Lake City UT 01/2011 11/2016
Wells Fargo Clearing Services, Llc Salt Lake City UT 11/2016 03/2021
Morgan Stanley South Jordan UT 03/2021 Present
Previous Registrations
  • 2011-01-03 → 2021-03-30
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Salt Lake City, UT
    Charlotte, NC
    Salt Lake City, UT
    Salt Lake City, UT
    Minneapolis, MN
    Tarpon Springs, FL
  • 2008-11-24 → 2011-01-03
    Wells Fargo Investments, Llc
    Salt Lake City, UT
  • 2007-07-11 → 2008-11-04
    Edward Jones
    St Louis, MO
    Centerville, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
  • S66 Uniform Combined State Law Examination
    2007-06-21
Other Names
  • Matt Sean Taylor
  • Matthew Taylor
  • Matthew Sean Taylor

View on SEC IAPD

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Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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