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Daniel W Whysong

Morgan Stanley

Sandy, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-05-16
TX RA APPROVED 2023-05-08
  • UT RA
    APPROVED
    Since 2023-05-16
  • TX RA
    APPROVED
    Since 2023-05-08

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
Wells Fargo Clearing Services Salt Lake City UT 10/2021 06/2022
Wells Fargo Bank Salt Lake City UT 03/2018 10/2021
Wells Fargo First Clearing Salt Lake City UT 09/2013 03/2018
E*Trade Securities Llc Sandy UT 06/2022 Present
E*Trade Capital Management Llc Sandy UT 06/2022 Present
Morgan Stanley Sandy UT 01/2023 Present
Morgan Stanley Sandy UT 09/2023 Present
  • 10/2021 → 06/2022
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 03/2018 → 10/2021
    Wells Fargo Bank
    Salt Lake City, UT
  • 09/2013 → 03/2018
    Wells Fargo First Clearing
    Salt Lake City, UT
  • 06/2022 → Present
    E*Trade Securities Llc
    Sandy, UT
  • 06/2022 → Present
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → Present
    Morgan Stanley
    Sandy, UT
  • 09/2023 → Present
    Morgan Stanley
    Sandy, UT
Previous Registrations
  • 2022-08-15 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
S63 Uniform Securities Agent State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2022-01-21
Other Names
  • Daniel Whysong

View on SEC IAPD

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CHRISTOPHER LYNN COOK

Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT

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