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Sophia R Lopez

Morgan Stanley

South Jordan, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-28
  • UT RA
    APPROVED
    Since 2026-01-28

Branch Locations

680 West 10000 South, South Jordan, UT 84095 • 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
Morgan Stanley South Jordan UT 06/2024 Present
Mirador Inc. Salt Lake City UT 06/2023 04/2024
Icapital Inc. Salt Lake City UT 04/2024 06/2024
Skullcandy Park City UT 06/2021 06/2023
Penn State College Of Engineering State College PA 08/2021 12/2021
Glory Days Grill Frederick MD 06/2018 12/2019
Oakdale High School Frederick MD 08/2014 08/2017
Penn State University State College PA 08/2017 05/2021
  • 06/2024 → Present
    Morgan Stanley
    South Jordan, UT
  • 06/2023 → 04/2024
    Mirador Inc.
    Salt Lake City, UT
  • 04/2024 → 06/2024
    Icapital Inc.
    Salt Lake City, UT
  • 06/2021 → 06/2023
    Skullcandy
    Park City, UT
  • 08/2021 → 12/2021
    Penn State College Of Engineering
    State College, PA
  • 06/2018 → 12/2019
    Glory Days Grill
    Frederick, MD
  • 08/2014 → 08/2017
    Oakdale High School
    Frederick, MD
  • 08/2017 → 05/2021
    Penn State University
    State College, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-27
  • S66 Uniform Combined State Law Examination
    2026-01-27

View on SEC IAPD

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D.A. DAVIDSON & CO.
CASULL FINANCIAL ADVISORY, LLC

Other Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

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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