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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| UT | RA | APPROVED | 2022-11-28 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
South Jordan, UT • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 10/2017 |
| Morgan Stanley | South Jordan | UT | 10/2017 | 06/2022 |
| Morgan Stanley | South Jordan | UT | 10/2022 | Present |
| U.S. Bank | Minneapolis | MN | 07/2022 | 09/2022 |
*630325- FitFreaks Corp; Investment related: No; Saratoga Springs, Utah; Health & Wellness; Personal Training; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 20; Labor/Service *663790- Naked Pineapple; Investment related: No; South Jordan, Utah; Retail/Online Stores, Health/Fitness; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 5; Product Ambassador of a skin care line.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-17 |
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