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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-28 |
| UT | RA | APPROVED | 2022-01-25 |
Branch Locations
6510 South Millrock Drive Suite 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Holladay | UT | 10/2018 | Present |
| Grifols/Biomat Usa | Orem | UT | 09/2016 | 10/2018 |
| Morgan Stanley Services Group, Inc. | South Jordan | UT | 05/2021 | 06/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
*589455 - Greatest Goods, LLC.; Investment Related - Yes; Lehi, Utah; Retail/Online Stores; Other(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 0; After Business Hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
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