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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED | 2025-06-11 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2021 | 08/2021 |
| Southern New Hampshire University | Manchester | NH | 09/2015 | Present |
| Oll Services Llc | Rexburg | ID | 03/2015 | Present |
| Strayer University | Herndon | VA | 06/2019 | 12/2020 |
| South Sanpete School District | Manti | UT | 10/2015 | 05/2017 |
| Salt Lake County | Salt Lake City | UT | 06/2018 | 07/2018 |
| Salt Lake County | Salt Lake City | UT | 07/2017 | 08/2017 |
| E*Trade Securities Llc | Sandy | UT | 08/2021 | Present |
| Morgan Stanley | Sandy | UT | 01/2023 | Present |
*435936- Southern New Hampshire University; Investment related -No; Manchester, New Hampshire; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 0; After business hours: 60; Adjunct Faculty *435938- OLL Services LLC (BYU-Idaho); Investment related -No; Rexburg, Idaho; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2015; During business hours: 0; After business hours: 32; Online Adjunct Faculty
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-30 |
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