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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-05 |
| UT | RA | APPROVED | 2023-09-05 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
Salt Lake, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2006 | 04/2018 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2009 | 04/2018 |
| E*Trade Securities Llc | Sandy | UT | 04/2018 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2018 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 06/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | 06/2020 |
| E*Trade Securities Llc | Sandy | UT | 06/2020 | Present |
| E*Trade Capital Management Llc | Sandy | UT | 06/2020 | Present |
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
*458159-Power of Attorney; Investment related -Yes; Sandy, Utah; Power of Attorney; 09/2012; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-19 |
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