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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-15
TX RA APPROVED 2023-10-20
  • UT RA
    APPROVED
    Since 2023-11-15
  • TX RA
    APPROVED
    Since 2023-10-20

Branch Locations

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

West Jordan, 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
Wells Fargo Clearing Services Salt Lake City UT 04/2017 08/2019
Jim's Family Restraunt Tooele UT 05/2015 12/2016
Denny's Riverdale UT 08/2016 11/2016
Customer Communication Channel Salt Lake City UT 01/2017 02/2017
Intercontinental Hotels Group West Valley City UT 02/2017 03/2017
Wells Fargo Clearing Services Salt Lake City UT 08/2020 06/2022
Western Govenors University 4001 S 700 E Slc, Ut, 84107 Salt Lake City UT 02/2019 03/2022
Snap Finance Salt Lake City UT 01/2020 01/2020
Morgan Stanley South Jordan UT 10/2023 Present
Insight Global Salt Lake City UT 07/2022 07/2023
  • 04/2017 → 08/2019
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 05/2015 → 12/2016
    Jim's Family Restraunt
    Tooele, UT
  • 08/2016 → 11/2016
    Denny's
    Riverdale, UT
  • 01/2017 → 02/2017
    Customer Communication Channel
    Salt Lake City, UT
  • 02/2017 → 03/2017
    Intercontinental Hotels Group
    West Valley City, UT
  • 08/2020 → 06/2022
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 02/2019 → 03/2022
    Western Govenors University 4001 S 700 E Slc, Ut, 84107
    Salt Lake City, UT
  • 01/2020 → 01/2020
    Snap Finance
    Salt Lake City, UT
  • 10/2023 → Present
    South Jordan, UT
  • 07/2022 → 07/2023
    Insight Global
    Salt Lake City, UT
Previous Registrations
Other Businesses

*590706- N/A; Investment related: No; West Jordan, Utah; Childcare; Babysitter (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 50; Labor/Service *590703- Destinations of the Adventurer; Investment related: No; South Jordan, Utah; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 20; Labor/Service, Administrative *642933- Oquirrh Elementary; Investment related: No; West Jordan, Utah; Public Schools ; Official Role with Political Organization (e.g. Treasurer, Finance Chair, Chief of Staff) Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 10; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Fundraising, Labor or Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-13
S63 Uniform Securities Agent State Law Examination 2018-09-01
  • S66 Uniform Combined State Law Examination
    2023-11-13
  • S63 Uniform Securities Agent State Law Examination
    2018-09-01
Other Names
  • Mara Wimmer

View on SEC IAPD

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