Nikola R Weeks

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-24
UT	RA	APPROVED	2024-05-22

TX RA
APPROVED

Since 2024-05-24
UT RA
APPROVED

Since 2024-05-22

Branch Locations

North Salt Lake, 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

Organization	City	State	From	To
Morgan Stanley	Sandy	UT	10/2022	Present
Doterra International Llc	Pleasant Grove	UT	05/2020	10/2022
Eur Cleaning Company	Bountiful	UT	06/2007	Present

10/2022 → Present

Morgan Stanley

Sandy, UT
05/2020 → 10/2022

Doterra International Llc

Pleasant Grove, UT
06/2007 → Present

Eur Cleaning Company

Bountiful, UT

Other Businesses

*543894 - EUR cleaning company; Investment Related Yes; Bountiful, Utah; Houskeeping business; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);03/2023; During Business Hours: 0; After Business Hours: 15; Administrative, Accounting/Bookkeeping, Customer Service, Labor/Service.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-21

S66 Uniform Combined State Law Examination

2024-05-21

View on SEC IAPD