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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Clearing Llc | Sandy | UT | 09/2006 | 09/2023 |
| Morgan Stanley Smith Barney Llc | South Jordan | UT | 09/2023 | Present |
(2) *434518- Willow Creek Country Club; Investment related: No; Sandy, Utah; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 16; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-16 |
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