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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-11 |
| UT | RA | APPROVED | 2022-10-03 |
Branch Locations
Providence, UT • United States
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Dallas | TX | 06/2014 | 06/2019 |
| Certeza Asset Management, Llc | Providence | UT | 06/2019 | 08/2022 |
| Certeza Fund Advisors, Llc | Providence | UT | 12/2020 | 08/2022 |
| Morgan Stanley | Salt Lake City | UT | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
JJMAC LLC; Investment related-Yes; Providence, Utah; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 1; After business hours: 4; Administrative, Accounting/Bookkeeping, Investment Decisions/Advice, Other, Check Signing/Funds Disbursements JDMAC LLC; Investment related: Yes; Providence, Utah; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 5; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Investment Decisions/Advice, Property Management, Real Estate Development
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-08 |
| S66 | Uniform Combined State Law Examination | 2014-07-01 |
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