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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-10-13
UT RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2015-10-13
  • UT RA
    APPROVED
    Since 2009-06-01

Branch Locations

6510 South Millrock Drive Suite 100, Holladay, UT 84121 • United States

1441 West Ute Boulevard Suite 180, Park City, UT 84098 • 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 Park City UT 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Park City, UT
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Park City, UT
  • 2005-02-08 → 2007-04-02
    Morgan Stanley Dw Inc.
    Park City, UT
    Salt Lk City, UT
    Salt Lake City, UT
  • 1992-11-19 → 2005-02-22
    Zions Direct, Inc.
    Salt Lake City, UT
Other Businesses

NAME: TAYLOR DAHLE LANDHOLDING LLC ADDRESS: 4550 SOUTH MAIN STREET SUITE 100 MURRAY UT 84107 NATURE OF THE BUSINESS: LL, HOLDS ONE VACATION CONDO POSITION/TITLE: PARTNER/MANAGER HOW MANY HOURS/MONTH DO YOU DEVOTE TO THIS BUSINESS: 0 BRIEFLY DESCRIBE YOUR DUTIES: LLC IS ESTABLISHED ONLY AS AN ASSET PROTECTION VEHICLE TO HOLD ONE PROPERTY. THE PROPERTY IS NOT RENTED AND GENERATES NO INCOME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-09-23
S63 Uniform Securities Agent State Law Examination 1983-12-27
  • S65 Uniform Investment Adviser Law Examination
    1992-09-23
  • S63 Uniform Securities Agent State Law Examination
    1983-12-27

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