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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-02-18 |
| ID | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED | 2022-02-17 |
Branch Locations
5255 North Edgewood Drive Suite 275, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 07/2007 | 02/2022 |
| Bank Of America, N.A. | Provo | UT | 08/2011 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Provo | UT | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | Present |
*587533- American Polling Machine LLC; Investment related: Yes; Nephi, Utah; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
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