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Ivana Packer

Morgan Stanley

South Jordan, UT

Provo, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-08
TX RA APPROVED 2024-01-06
  • UT RA
    APPROVED
    Since 2024-01-08
  • TX RA
    APPROVED
    Since 2024-01-06

Branch Locations

680 West 10000 South, South Jordan, UT 84095 • United States

Provo, UT • 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
Fidelity Brokerage Services Llc American Fork UT 07/2015 08/2019
Morgan Stanley South Jordan UT 11/2020 Present
Capital Wealth Advisors Lehi UT 08/2019 03/2020
Unemployed Provo UT 04/2020 11/2020
  • 07/2015 → 08/2019
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 11/2020 → Present
    Morgan Stanley
    South Jordan, UT
  • 08/2019 → 03/2020
    Capital Wealth Advisors
    Lehi, UT
  • 04/2020 → 11/2020
    Unemployed
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Other Names
  • Ivana Anne Packer

View on SEC IAPD

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Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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