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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-02
UT RA APPROVED 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02
  • UT RA
    APPROVED
    Since 2026-03-02

Branch Locations

Salt Lake City, UT • United States

680 West 10000 South, South Jordan, UT 84095 • 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
Morgan Stanley South Jordan UT 03/2023 Present
Smith Food And Drug (Part Of Kroger ) Salt Lake City UT 08/2016 Present
Tailored Management Salt Lake City UT 10/2022 02/2023
Costco Wholesale Salt Lake City UT 03/2022 05/2022
  • 03/2023 → Present
    South Jordan, UT
  • 08/2016 → Present
    Smith Food And Drug (Part Of Kroger )
    Salt Lake City, UT
  • 10/2022 → 02/2023
    Tailored Management
    Salt Lake City, UT
  • 03/2022 → 05/2022
    Costco Wholesale
    Salt Lake City, UT
Other Businesses

*525847- Smiths food and drug; Investment related: No; West Jordan, Utah; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 60; Customer Service

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
S63 Uniform Securities Agent State Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28
  • S63 Uniform Securities Agent State Law Examination
    2024-11-25

View on SEC IAPD

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