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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-24 |
| UT | RA | APPROVED | 2019-07-26 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Bank Usa | Salt Lake City | UT | 09/2014 | 05/2019 |
| Morgan Stanley | Salt Lake City | UT | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
*475037 - Jewish Family Services ; Investment related: No; Salt Lake City, Utah; Civic/Community:Economic Assistance:Health and Welfare:Children/Youth:Hardship Assistance; Finance Committee:Board Member(proprietor, partner, officer, director, employee, trustee, agent); 2/2022; During business hours: 1; After business hours: 3; Labor/Service:Administrative *697292 - United Jewish Federation of Utah; Investment related - No; Salt Lake City, Utah; Religious:Social & Recreational:Civic/Community; Investment Committee:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 1; Business Development/Growth:Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-24 |
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