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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-14
NV RA APPROVED 2019-10-07
  • TX RA
    APPROVED
    Since 2021-05-14
  • NV RA
    APPROVED
    Since 2019-10-07

Branch Locations

8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113 • United States

1645 Village Ctr Cle Plaza E. Summerlin Ste 150, Las Vegas, NV 89134 • 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
Doterra Intl Pleasant Grove UT 02/2013 08/2017
Domo, Inc. American Fork UT 08/2017 08/2019
Morgan Stanley Smith Barney Llc Las Vegas NV 07/2019 10/2019
Morgan Stanley Smith Barney Llc Las Vegas NV 10/2019 Present
Morgan Stanley Private Bank, N.A New York NY 10/2019 Present
  • 02/2013 → 08/2017
    Doterra Intl
    Pleasant Grove, UT
  • 08/2017 → 08/2019
    Domo, Inc.
    American Fork, UT
  • 07/2019 → 10/2019
    Morgan Stanley Smith Barney Llc
    Las Vegas, NV
  • 10/2019 → Present
    Morgan Stanley Smith Barney Llc
    Las Vegas, NV
  • 10/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
  • S66 Uniform Combined State Law Examination
    2019-09-03

View on SEC IAPD

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