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Jefferson A Todd

Morgan Stanley

South Jordan, UT

West Jordan, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-05-09
UT RA APPROVED 2015-09-11
  • TX RA
    APPROVED_RES
    Since 2019-05-09
  • UT RA
    APPROVED
    Since 2015-09-11

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
Discover Brokerage Direct, Inc. Sandy UT 04/1999 Present
Morgan Stanley Smith Barney South Jordan UT 06/2009 Present
  • 04/1999 → Present
    Discover Brokerage Direct, Inc.
    Sandy, UT
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-10
S63 Uniform Securities Agent State Law Examination 1999-03-08
  • S65 Uniform Investment Adviser Law Examination
    2015-09-10
  • S63 Uniform Securities Agent State Law Examination
    1999-03-08

View on SEC IAPD

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LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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