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Weston A Bench

Morgan Stanley

Provo, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-02-01
TX RA APPROVED 2022-01-28
  • UT RA
    APPROVED
    Since 2022-02-01
  • TX RA
    APPROVED
    Since 2022-01-28

Branch Locations

5255 North Edgewood Drive Suite 275, Provo, UT 84604 • 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
Goldman Sachs & Co. Llc Salt Lake City UT 11/2017 10/2021
University Of Utah Salt Lake UT 05/2017 07/2019
United Insurance Co Provo UT 11/2016 08/2017
Utah Valley University Orem UT 08/2015 12/2016
Morgan Stanley Provo UT 10/2021 Present
  • 11/2017 → 10/2021
    Goldman Sachs & Co. Llc
    Salt Lake City, UT
  • 05/2017 → 07/2019
    University Of Utah
    Salt Lake, UT
  • 11/2016 → 08/2017
    United Insurance Co
    Provo, UT
  • 08/2015 → 12/2016
    Utah Valley University
    Orem, UT
  • 10/2021 → Present
    Morgan Stanley
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
S63 Uniform Securities Agent State Law Examination 2019-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28
  • S63 Uniform Securities Agent State Law Examination
    2019-12-02
Other Names
  • Weston Bench

View on SEC IAPD

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Other Offices

PORTSIDE WEALTH GROUP, LLC · PROVO, UT
JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT

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