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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-26 |
| UT | RA | APPROVED | 2023-01-26 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | St. Lake City | UT | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Lake City | UT | 11/2016 | 01/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 12/2020 |
| E*Trade Securities Llc | Sandy | UT | 12/2020 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 12/2020 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 01/2023 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 09/2023 | Present |
1. Photograph/Art 2. Investment Related: No 3. (Personal Address) 4. Photography 5. Owner 6. 12/28/2020 7. Hours devoted to business: 5 8. Hours devoted during Securities business: 0 9. Photography *572609- Lyft; Investment related: No; San Francisco, California; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 5; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-28 |
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