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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-28
  • UT RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-28

Branch Locations

Orem, UT • United States

680 West 10000 South, South Jordan, UT 84095 • 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
E*Trade Securities Llc Sandy UT 09/2020 09/2023
Les Olson Company Lindon UT 01/2020 09/2020
Culinary Crafts Pleasant Grove UT 06/2018 10/2020
United Parcel Service Salt Lake UT 07/2018 05/2019
Vivint Smart Home Provo UT 05/2019 08/2019
The Church Of Jesus Christ Of Latter Day Saints Baton Rouge LA 09/2014 09/2016
Yellow Blue Preston ID 10/2016 12/2016
Brigham Young University Provo UT 01/2017 05/2018
Iguys Repairs Provo UT 09/2017 05/2019
Morgan Stanley Smith Barney Llc Sandy UT 01/2023 06/2024
Morgan Stanley Smith Barney Llc South Jordan UT 09/2025 Present
Skye High Realty Provo UT 12/2024 Present
Self-Employed Orem UT 06/2024 12/2024
Morgan Stanley Smith Barney Llc Orem UT 11/2025 Present
  • 09/2020 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 01/2020 → 09/2020
    Les Olson Company
    Lindon, UT
  • 06/2018 → 10/2020
    Culinary Crafts
    Pleasant Grove, UT
  • 07/2018 → 05/2019
    United Parcel Service
    Salt Lake, UT
  • 05/2019 → 08/2019
    Vivint Smart Home
    Provo, UT
  • 09/2014 → 09/2016
    The Church Of Jesus Christ Of Latter Day Saints
    Baton Rouge, LA
  • 10/2016 → 12/2016
    Yellow Blue
    Preston, ID
  • 01/2017 → 05/2018
    Brigham Young University
    Provo, UT
  • 09/2017 → 05/2019
    Iguys Repairs
    Provo, UT
  • 01/2023 → 06/2024
    Morgan Stanley Smith Barney Llc
    Sandy, UT
  • 09/2025 → Present
    Morgan Stanley Smith Barney Llc
    South Jordan, UT
  • 12/2024 → Present
    Skye High Realty
    Provo, UT
  • 06/2024 → 12/2024
    Self-Employed
    Orem, UT
  • 11/2025 → Present
    Morgan Stanley Smith Barney Llc
    Orem, UT
Previous Registrations
Other Businesses

(1) 660623 - PPHOA; Not Investment Related; Orem, UT; Civic/Community; Board Member, Treasurer; Start 01-August-2024; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Investment Decisions/Advice. (2) 660628 - 185 S Pro Management; Investment Related; Orem, UT; Rental Property; Sole Proprietor/Owner; Start November 2021; During business hours: 0; After business hours: 2; Property Management. (3) 660629 - 1122 W Pro Management; Investment Related; Provo, UT; Rental Property; Sole Proprietor/Owner; Start August 2023; During business hours: 0; After business hours: 2; Property Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19

View on SEC IAPD

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