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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED | 2022-11-22 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 04/2007 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 05/2011 | 09/2023 |
| Morgan Stanley | Sandy | UT | 11/2022 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
| Morgan Stanley | Holladay | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-31 |
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