Aaron James Phillips

Current Employers

Employment History

• 06/2014 → 04/2025
  Morgan Stanley
  Holladay, UT
• 03/2016 → 04/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2025 → Present
  Raymond James Financial Services, Inc.
  Holladay, UT
• 04/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Holladay, UT
• 10/2024 → 05/2025
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-02-29 → 2025-05-01
  Morgan Stanley
  Salt Lake City, UT
  Holladay, UT

Other Businesses

(1) Name of Business: CAP Strategies LLC Address: 798-766 Cedar Ave, Kemmerer , WY, 83101, United States Activity Type: Accounting/CPA Position/Title: Other, Partner, Owner/Proprietor Investment Related: No Start Date: 06/29/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: silent partner (2) Name of Business: Chad M LLC Address: 3387 s 900 east, slc, UT, 84121, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 04/16/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: property holding co (3) Name of Business: Cottonwood Capital LLC Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/17/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: owner and operator (4) Name of Business: Cottonwood Captial LLC Address: 6440 S Wasatch Blvd Ste 340, Holladay, UT, 84121-3537, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: Multi Cache Properties Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6) Name of Business: Payson 160w 800s HoldCo LLC Address: 5827 stanida circle , Holladay , UT, 84121, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 10/29/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: overseeing all management and construction\nname is PAYSON 160W 800S HOLDCO LLC (7) Name of Business: Stanida Investment Co Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner operator

Exams

• S66 Uniform Combined State Law Examination
  2016-02-25