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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-07
TX RA APPROVED 2025-03-06
  • UT RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

Salt Lake City, UT • United States

200 West Civic Center Drive, Sandy, UT 84070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 01/2022 09/2023
Coffee Noir Salt Lake City UT 02/2020 12/2021
Beans & Brews Cottonwood Heights UT 02/2017 02/2020
Education At Work Salt Lake City UT 12/2018 02/2019
Dan's Fresh Market Cottonwood Heights UT 05/2016 01/2017
University Of Utah Salt Lake City UT 08/2018 12/2022
Morgan Stanley Smith Barney Llc Sandy UT 01/2023 Present
  • 01/2022 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 12/2021
    Coffee Noir
    Salt Lake City, UT
  • 02/2017 → 02/2020
    Beans & Brews
    Cottonwood Heights, UT
  • 12/2018 → 02/2019
    Education At Work
    Salt Lake City, UT
  • 05/2016 → 01/2017
    Dan's Fresh Market
    Cottonwood Heights, UT
  • 08/2018 → 12/2022
    University Of Utah
    Salt Lake City, UT
  • 01/2023 → Present
    Morgan Stanley Smith Barney Llc
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-06
S63 Uniform Securities Agent State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2025-03-06
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06

View on SEC IAPD

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