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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
| UT | RA | APPROVED | 2022-02-22 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Herriman, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake | UT | 03/1998 | 06/2018 |
| Unemployed | Herriman | UT | 06/2018 | 10/2018 |
| Morgan Stanley | South Jordan | UT | 10/2018 | 07/2021 |
| Morgan Stanley | South Jordan Valley | UT | 02/2022 | Present |
| Zionsbancorp | West Valley | UT | 07/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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