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Genna L Trinidad

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
UT RA APPROVED 2023-09-05
  • UT RA
    APPROVED
    Since 2023-09-05

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
Morgan Stanley South Jordan UT 01/2015 11/2016
Morgan Stanley South Jordan UT 11/2016 06/2017
E*Trade Securities Llc Sandy UT 06/2017 11/2023
E*Trade Capital Management Llc Sandy UT 06/2017 11/2023
Morgan Stanley Sandy UT 09/2023 11/2023
Morgan Stanley South Jordan UT 11/2023 Present
  • 01/2015 → 11/2016
    Morgan Stanley
    South Jordan, UT
  • 11/2016 → 06/2017
    Morgan Stanley
    South Jordan, UT
  • 06/2017 → 11/2023
    E*Trade Securities Llc
    Sandy, UT
  • 06/2017 → 11/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 09/2023 → 11/2023
    Morgan Stanley
    Sandy, UT
  • 11/2023 → Present
    Morgan Stanley
    South Jordan, UT
Previous Registrations
  • 2017-06-14 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2015-03-10 → 2017-06-12
    Morgan Stanley
    South Jordan, UT
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-09
S63 Uniform Securities Agent State Law Examination 2009-05-12
  • S66 Uniform Combined State Law Examination
    2015-03-09
  • S63 Uniform Securities Agent State Law Examination
    2009-05-12
Other Names
  • Gena Fernandez Trinidad
  • Gena Trinidad Montecinos
  • Genalyn Fernandez Trinidad
  • Genalyn Trinidad Montecinos

View on SEC IAPD

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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
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