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Max E Burgin

Morgan Stanley

Park City, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-06
UT RA APPROVED 2025-11-14
  • TX RA
    APPROVED
    Since 2026-02-06
  • UT RA
    APPROVED
    Since 2025-11-14

Branch Locations

1441 West Ute Boulevard Suite 180, Park City, UT 84098 • 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
Old Navy Asheville NC 03/2015 08/2018
Biltmore Forest Country Club Asheville NC 05/2019 08/2019
Door Dash Asheville NC 05/2021 08/2021
Glatfelter Engineering Candler NC 06/2022 09/2022
Biltmore Forest Country Club Asheville NC 01/2023 08/2023
Laurel Ob/Gyn Asheville NC 04/2023 08/2023
Whits Frozen Custard Asheville NC 06/2021 08/2021
Fidelity Investments Salt Lake City UT 09/2023 12/2024
University Of Tennessee Knoxville TN 08/2018 05/2019
University Of Tennessee Knoxville TN 08/2020 05/2021
University Of Tennessee Knoxville TN 08/2021 05/2022
Unemployed Asheville NC 09/2022 12/2022
University Of Tennessee Knoxville TN 08/2019 05/2020
Biltmore Forest Country Club Asheville NC 05/2020 08/2020
Wells Fargo Clearing Services, Llc Midvale UT 01/2025 08/2025
Wells Fargo Bank, Na Midvale UT 01/2025 08/2025
Morgan Stanley Park City UT 09/2025 Present
  • 03/2015 → 08/2018
    Old Navy
    Asheville, NC
  • 05/2019 → 08/2019
    Biltmore Forest Country Club
    Asheville, NC
  • 05/2021 → 08/2021
    Door Dash
    Asheville, NC
  • 06/2022 → 09/2022
    Glatfelter Engineering
    Candler, NC
  • 01/2023 → 08/2023
    Biltmore Forest Country Club
    Asheville, NC
  • 04/2023 → 08/2023
    Laurel Ob/Gyn
    Asheville, NC
  • 06/2021 → 08/2021
    Whits Frozen Custard
    Asheville, NC
  • 09/2023 → 12/2024
    Fidelity Investments
    Salt Lake City, UT
  • 08/2018 → 05/2019
    University Of Tennessee
    Knoxville, TN
  • 08/2020 → 05/2021
    University Of Tennessee
    Knoxville, TN
  • 08/2021 → 05/2022
    University Of Tennessee
    Knoxville, TN
  • 09/2022 → 12/2022
    Unemployed
    Asheville, NC
  • 08/2019 → 05/2020
    University Of Tennessee
    Knoxville, TN
  • 05/2020 → 08/2020
    Biltmore Forest Country Club
    Asheville, NC
  • 01/2025 → 08/2025
    Wells Fargo Clearing Services, Llc
    Midvale, UT
  • 01/2025 → 08/2025
    Wells Fargo Bank, Na
    Midvale, UT
  • 09/2025 → Present
    Morgan Stanley
    Park City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
S63 Uniform Securities Agent State Law Examination 2024-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13
  • S63 Uniform Securities Agent State Law Examination
    2024-01-17
Other Names
  • Max Burgin
  • Max Edward Burgin
  • Max Edward Burgin

View on SEC IAPD

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SANDRA OVENS BERGLUND
DENNIS COLEMAN MADDEN
DANIEL D PLATT

Other Offices

DECATHLON CAPITAL MANAGEMENT II, LLC · PARK CITY, UT
THE CAPROCK GROUP, LLC · PARK CITY, UT
WELLS FARGO CLEARING SERVICES, LLC · PARK CITY, UT
DW HEALTHCARE PARTNERS · PARK CITY, UT
HST VENTURES, LLC · PARK CITY, UT
OAKHOUSE PARTNERS, LLC · PARK CITY, UT
HUNTER SEARCH MANAGEMENT · PARK CITY, UT
KULTURA CAPITAL MANAGEMENT LP · PARK CITY, UT

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