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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-09-18 |
| ID | RA | APPROVED | 2024-09-17 |
| WA | RA | APPROVED | 2024-09-17 |
| CA | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED_RES | 2021-09-16 |
| UT | RA | APPROVED | 2021-09-08 |
Branch Locations
10400 Ne 4Th St Moutain Pacific, Bellevue, WA 98004 • United States
2049 Century Park E, Los Angeles, CA 90067 • United States
60 E South Temple St, Salt Lake City, UT 84111 • United States
Saratoga Springs, UT • United States
1221 W Emma Ave, Coeur D'ALene, ID 83814 • United States
330 N Higgins Ave, Missoula, MT 59802 • United States
801 W Main St, Bozeman, MT 59715 • United States
225 N 9Th St, Boise, ID 83702 • United States
142 Baker Ave, Whitefish, MT 59937 • United States
3412 Colton Blvd, Billings, MT 59102 • United States
8121 W Quinault Ave, Kennewick, WA 99336 • United States
601 W Riverside Ave, Spokane, WA 99201 • United States
10400 Ne 4Th St, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 10/2012 | 07/2019 |
| Morgan Stanley Services Group Inc | South Jordan | UT | 02/2018 | 07/2019 |
| Rbc Capital Markets, Llc. | Beverly Hills | CA | 07/2019 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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