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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-01 |
| UT | RA | APPROVED | 2010-10-20 |
Branch Locations
6510 South Millrock Drive Suite 100, Holladay, UT 84121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Holladay | UT | 09/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
AL&RL Investments; Investment related; Salt Lake City, UT; Real estate; Partner; Start date: 01/2007; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-16 |
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