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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-01
KS RA APPROVED 2026-05-28
MO RA APPROVED 2026-05-28
  • TX RA
    APPROVED
    Since 2026-06-01
  • KS RA
    APPROVED
    Since 2026-05-28
  • MO RA
    APPROVED
    Since 2026-05-28

Branch Locations

4520 Main Street, Kansas City, MO 64111 • 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
Morgan Stanley Kansas City MO 10/2021 Present
Tailored Management South Jordan UT 04/2021 10/2021
Doterra Pleasant Grove UT 07/2016 04/2021
Utah Valley University Orem UT 01/2015 12/2020
  • 10/2021 → Present
    Kansas City, MO
  • 04/2021 → 10/2021
    Tailored Management
    South Jordan, UT
  • 07/2016 → 04/2021
    Doterra
    Pleasant Grove, UT
  • 01/2015 → 12/2020
    Utah Valley University
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-28
  • S66 Uniform Combined State Law Examination
    2026-05-28
Other Names
  • Dallas Warner

View on SEC IAPD

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