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Richard Martin Potashner

Morgan Stanley

Salt Lake City, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-09-22
TX RA APPROVED 2014-09-19
  • UT RA
    APPROVED
    Since 2014-09-22
  • TX RA
    APPROVED
    Since 2014-09-19

Branch Locations

60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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 Salt Lake City UT 09/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 09/2014 → Present
    Morgan Stanley
    Salt Lake City, UT
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-08
S63 Uniform Securities Agent State Law Examination 1985-12-27
  • S65 Uniform Investment Adviser Law Examination
    1993-09-08
  • S63 Uniform Securities Agent State Law Examination
    1985-12-27

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
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