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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-26 |
| IL | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
Heber City, UT • United States
30 S Wacker Dr 39Th & 40Th Fls, Chicago, IL 60606 • United States
1441 W Ute Blvd Ste 380, Park City, UT 84098 • United States
375 Deer Valley Dr, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 07/2013 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
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