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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-12-09 |
| TX | RA | APPROVED | 2019-12-05 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 11/2014 | 12/2019 |
| Bank Of America, N.A. | Salt Lake City | UT | 04/2015 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Holladay | UT | 12/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | Present |
*386498 - Salt Lake Rotary; Investment Related - No; Salt Lake City, UT; Children/Youth; Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2020; During Business Hours: 3; After Business Hours: 9; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-01 |
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