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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-27
UT RA APPROVED 2023-09-27
  • TX RA
    APPROVED
    Since 2023-09-27
  • UT RA
    APPROVED
    Since 2023-09-27

Branch Locations

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

Sandy, 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
E*Trade Securities Llc Sandy UT 06/2018 03/2020
Challenger Pallet And Supply Salt Lake City UT 07/2014 12/2016
Salt Lake Consultants Murry UT 06/2017 07/2017
Mmc Group Lp Sandy UT 08/2017 11/2017
Conduent Sandy UT 12/2017 04/2018
Unemployeed Bountiful UT 12/2016 06/2017
E*Trade Securities Llc Sandy UT 03/2020 04/2020
E*Trade Securities Llc Sandy UT 04/2020 09/2021
E*Trade Securities Llc Alpharetta GA 09/2021 11/2023
Morgan Stanley Sandy UT 01/2023 11/2023
Morgan Stanley South Jordan UT 11/2023 Present
  • 06/2018 → 03/2020
    E*Trade Securities Llc
    Sandy, UT
  • 07/2014 → 12/2016
    Challenger Pallet And Supply
    Salt Lake City, UT
  • 06/2017 → 07/2017
    Salt Lake Consultants
    Murry, UT
  • 08/2017 → 11/2017
    Mmc Group Lp
    Sandy, UT
  • 12/2017 → 04/2018
    Conduent
    Sandy, UT
  • 12/2016 → 06/2017
    Unemployeed
    Bountiful, UT
  • 03/2020 → 04/2020
    E*Trade Securities Llc
    Sandy, UT
  • 04/2020 → 09/2021
    E*Trade Securities Llc
    Sandy, UT
  • 09/2021 → 11/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2023 → 11/2023
    Sandy, UT
  • 11/2023 → Present
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
S63 Uniform Securities Agent State Law Examination 2019-08-05
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25
  • S63 Uniform Securities Agent State Law Examination
    2019-08-05

View on SEC IAPD

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