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Inactive

Kai Pan

Wasatch Advisors LP

Salt Lake City, UT

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Current Employers
Wasatch Advisors Lp

505 Wakara Way 3Rd Floor, Salt Lake City, UT 84108 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-02-07
  • UT RA
    APPROVED
    Since 2023-02-07

Branch Locations

505 Wakara Way, 3Rd Floor, Salt Lake City, UT 84108 • 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 New York NY 03/2010 04/2019
Wasatch Advisors Salt Lake City UT 04/2019 Present
  • 03/2010 → 04/2019
    Morgan Stanley
    New York, NY
  • 04/2019 → Present
    Wasatch Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2010-05-06
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2010-05-06

View on SEC IAPD

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