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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 04/2016 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2016 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | 09/2023 |
| Morgan Stanley | South Jordan | UT | 01/2023 | Present |
| Morgan Stanley | South Jordan | UT | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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