Best Investors Account Sign in

Brittania Lynne Serna

Morgan Stanley

South Jordan, UT

Salt Lake, UT

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-08
UT RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2019-05-08
  • UT RA
    APPROVED
    Since 2009-06-01

Branch Locations

680 West 10000 South, South Jordan, UT 84095 • United States

Salt Lake, UT • 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 Smith Barney South Jordan UT 06/2009 01/2017
Morgan Stanley South Jordan UT 01/2017 Present
  • 06/2009 → 01/2017
    Morgan Stanley Smith Barney
    South Jordan, UT
  • 01/2017 → Present
    Morgan Stanley
    South Jordan, UT
Previous Registrations
  • 2007-11-16 → 2009-06-01
    Morgan Stanley & Co. Llc
    South Jordan, UT
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-12
  • S66 Uniform Combined State Law Examination
    2007-11-12
Other Names
  • Brittania Lynne Allred
  • Brittania Lynne Davis

View on SEC IAPD

Other Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PORTSIDE WEALTH GROUP, LLC
DIVERGENT WEALTH ADVISORS, LLC
WEALTHSPIRE RETIREMENT ADVISORY
D.A. DAVIDSON & CO.
CASULL FINANCIAL ADVISORY, LLC

Other Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor