Mary K Perez

South Jordan, UT

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-21
UT	RA	APPROVED	2023-10-19

TX RA
APPROVED

Since 2024-06-21
UT RA
APPROVED

Since 2023-10-19

Branch Locations

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

Murray, 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

Organization	City	State	From	To
Morgan Stanley	South Jordan	UT	10/2021	Present
Banfield Pet Hospital	Draper	UT	10/2014	08/2021

10/2021 → Present

Morgan Stanley

South Jordan, UT
10/2014 → 08/2021

Banfield Pet Hospital

Draper, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-18

S66 Uniform Combined State Law Examination

2023-10-18

Other Names

Mary Kathryn Belliston

View on SEC IAPD

Other Firms

LPG CAPITAL MANAGEMENT

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

PORTSIDE WEALTH GROUP, LLC

DIVERGENT WEALTH ADVISORS, LLC

WEALTHSPIRE RETIREMENT ADVISORY

D.A. DAVIDSON & CO.

CASULL FINANCIAL ADVISORY, LLC

Other Investors

Michael L Child

Michael Phillip Owen

Melissa Ann Child

Robert Merrill Lym

Matthew Edward Elson

ROBERT RANDALL GOGGINS

BRIAN NEIL SLADE

LEX JOHN DROLLINGER

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

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor