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Evan M Phelps

Morgan Stanley

South Jordan, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-10
UT RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-10
  • UT RA
    APPROVED
    Since 2026-06-10

Branch Locations

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 06/2019 01/2020
Associated Food Stores Salt Lake City UT 07/2015 06/2019
Full Time Education Salt Lake City UT 09/2002 05/2018
E*Trade Securities Llc Sandy UT 01/2020 05/2020
E*Trade Securities Llc Sandy UT 05/2020 06/2020
E*Trade Securities Llc Sandy UT 06/2020 09/2021
E*Trade Securities Llc Sandy UT 09/2021 09/2023
E*Trade Capital Management Llc Sandy UT 01/2022 09/2023
Morgan Stanley Sandy UT 03/2023 02/2025
Morgan Stanley Sandy UT 09/2023 02/2025
Morgan Stanley South Jordan UT 06/2026 Present
Unemployment Salt Lake City UT 02/2025 06/2026
  • 06/2019 → 01/2020
    E*Trade Securities Llc
    Sandy, UT
  • 07/2015 → 06/2019
    Associated Food Stores
    Salt Lake City, UT
  • 09/2002 → 05/2018
    Full Time Education
    Salt Lake City, UT
  • 01/2020 → 05/2020
    E*Trade Securities Llc
    Sandy, UT
  • 05/2020 → 06/2020
    E*Trade Securities Llc
    Sandy, UT
  • 06/2020 → 09/2021
    E*Trade Securities Llc
    Sandy, UT
  • 09/2021 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 01/2022 → 09/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 03/2023 → 02/2025
    Morgan Stanley
    Sandy, UT
  • 09/2023 → 02/2025
    Morgan Stanley
    Sandy, UT
  • 06/2026 → Present
    Morgan Stanley
    South Jordan, UT
  • 02/2025 → 06/2026
    Unemployment
    Salt Lake City, UT
Previous Registrations
  • 2023-09-05 → 2025-02-21
    Morgan Stanley
    Sandy, UT
  • 2022-04-01 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-31
S63 Uniform Securities Agent State Law Examination 2019-08-05
  • S66 Uniform Combined State Law Examination
    2022-03-31
  • S63 Uniform Securities Agent State Law Examination
    2019-08-05
Other Names
  • Evan Michael Phelps

View on SEC IAPD

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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

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