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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
| UT | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 04/2014 | 05/2017 |
| Morgan Staney | South Jordan | UT | 05/2017 | 12/2017 |
| Morgan Stanley | Holladay | UT | 04/2014 | 12/2024 |
| Quantem | Salt Lake City | UT | 10/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Jordan | UT | 11/2024 | Present |
| Quantem | Salt Lake City | UT | 08/2024 | 10/2024 |
| Bank Of America, N.A. | West Jordan | UT | 01/2025 | Present |
I*3758278 Entity Type: Entity For Profit Name of OBA: Waymore Ranch LLC Address: South Jordan, Utah, 84009 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/17/2026 Number of Hours: 20, Weekly Number of Hours during trading: 0, Weekly Duties: Airbnb, Cattle Ranch Building, maintaining property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-27 |
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