Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-15
UT RA APPROVED 2016-09-28
  • TX RA
    APPROVED
    Since 2016-11-15
  • UT RA
    APPROVED
    Since 2016-09-28

Branch Locations

60 E South Temple St, Salt Lake City, UT 84111 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 10/2012 Present
Bank Of America, N.A. Salt Lake City UT 06/2018 Present
Other Businesses

I "988280",Name of OBA: Limitless Itinerary, LLC ,Address: West Bountiful, Utah,Investment Related: N,Position, Title, Association: ["Owner"],Employee Start Date: 9/9/2022,No Hours: 5, Monthly,No Hours during trading: 5,Duties: No I*3167283 Entity Type: Entity For Profit Name of OBA: Expedia Cruises Address: West Bountiful, Utah, 84087 Investment Related: No Position, Title, Association: Employee Employee Start Date: 11/24/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Travel Agent Book and plan my own travel as well as family members

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2016-09-23
Other Names
  • Morgan Leigh Peart
  • Morgan Swalberg Peart

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor