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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-14 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Airlines | Salt Lake City | UT | 04/2005 | 03/2024 |
| Morgan Stanley Smith Barney | South Jordan | UT | 02/2012 | 03/2024 |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 03/2017 | 01/2020 |
| E*Trade Securities | South Jordan | UT | 05/2021 | 03/2024 |
| Fidelity Investments | Salt Lake City | UT | 03/2024 | 12/2024 |
| Morgan Stanley | Sandy | UT | 12/2024 | Present |
*623055- Moana management group, llc; Investment related: Yes; Pleasant grove, Utah; Real Estate, Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 4; Administrative, Customer Service, Property Management *676769 - Ho'omaka LLC; Investment related: Yes; Pleasant Grove, Utah; Retail/Online Stores; Manager (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 40; Administrative:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-08 |
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