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Loren Jesse Overy

Morgan Stanley

Sandy, UT

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-02
UT RA APPROVED 2023-09-05
  • TX RA
    APPROVED_RES
    Since 2023-10-02
  • UT RA
    APPROVED
    Since 2023-09-05

Branch Locations

200 West Civic Center Drive, Sandy, UT 84070 • 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
Utah Jazz Salt Lake City UT 06/2014 09/2017
E*Trade Securities Llc Sandy UT 05/2016 03/2018
E*Trade Securities Llc Sandy UT 03/2018 02/2020
E*Trade Securities Llc Sandy UT 02/2020 06/2020
E*Trade Securities Llc Sandy UT 06/2020 Present
E*Trade Capital Management Llc Sandy UT 08/2020 Present
Morgan Stanley Sandy UT 03/2023 Present
Morgan Stanley Sandy UT 09/2023 Present
Morgan Stanley Sandy UT 09/2023 Present
  • 06/2014 → 09/2017
    Utah Jazz
    Salt Lake City, UT
  • 05/2016 → 03/2018
    E*Trade Securities Llc
    Sandy, UT
  • 03/2018 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 06/2020
    E*Trade Securities Llc
    Sandy, UT
  • 06/2020 → Present
    E*Trade Securities Llc
    Sandy, UT
  • 08/2020 → Present
    E*Trade Capital Management Llc
    Sandy, UT
  • 03/2023 → Present
    Sandy, UT
  • 09/2023 → Present
    Sandy, UT
  • 09/2023 → Present
    Sandy, UT
Previous Registrations
  • 2021-05-24 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
Other Businesses

UTAH JAZZ, NON-INVESTMENT RELATED, UTAH JAZZ 301 W. SOUTH TEMPLE SALT LAKE CITY, UT 84101 (801) 325-2500 INTERACTIVE TEAM PROMOTIONS OF GAME TIME FOR SPORTS ACTIVITIES AND SPONSORS INTERACTIVE TEAM MEMBER START DATE: 06/2014 ABOUT 40 HOURS A MONTH DURING THE MONTHS OF OCTOBER - APRIL UNLESS THE TEAM REACHES PLAYOFFS. ZERO HOURS DURING TRADING HOURS. I PROMOTE FUN AND FAN INTERACTION DURING TIME OUTS AND QUARTER BREAKS FOR THE GAME DAYS FOR THE UTAH JAZZ ORGANIZATION AND ITS SPONSORS. THE INTERACTIVE TEAM WILL THROW OUT T-SHIRTS, FRISBEES, SOUVENIRS, BASKETBALLS AND PARTICIPATE IN ACTIVITIES ON THE FLOOR OCCASIONALLY TO EXCITE THE FANS, MAKE IT AN ENJOYABLE EXPERIENCE AND GIVE EXPOSURE TO THE SPONSORS. *525581- JLRJ Overy LLC; Investment related-Yes; Fort Bridger, Wyoming; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 4; Administrative, Business Development/Growth, Investment Decisions/Advice, Labor/Service, Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-21
S63 Uniform Securities Agent State Law Examination 2015-08-28
  • S66 Uniform Combined State Law Examination
    2021-05-21
  • S63 Uniform Securities Agent State Law Examination
    2015-08-28

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