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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| UT | RA | APPROVED | 2013-10-24 |
Branch Locations
1441 West Ute Boulevard Suite 180, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Park City | UT | 08/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Locals Have More Fun | Park City | UT | 11/2006 | Present |
1. JUPITER PEAK FINANCIAL - PARK CITY UT - AUGUST 2008 - OWNER - EDUCATION/MENTORING - OPEN ONLY FOR TAX PURPOSES. 2 HR/MO** 2. UNIVERSITY OF UTAH ADULT EDUCATION; TEACHING ATTENDEES ABOUT FUNDAMENTAL AND TECHNICAL ANALYSIS AS WELL AS TRADING PSYCHOLOGY; 2 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 2014 3. Volunteer Event Planner for Park City Green Drinks; 1 hour after business hours; plan community group gatherings for those interested in the Green Lifestyle. 4.Rental; Investment related - Yes; Park City, Utah; Rental; Owner-manager (proprietor, partner, officer, director, employee, trustee, agent); 05/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2011-02-18 |
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