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6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-20 |
Branch Locations
6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 09/2015 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 09/2015 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | 09/2023 |
| Morgan Stanley | Sandy | UT | 12/2022 | 06/2024 |
| Morgan Stanley | Sandy | UT | 09/2023 | 06/2024 |
| Onedigital Investment Advisors | Overland Park | KS | 07/2024 | 12/2024 |
| Presidio Wealth Management | Midvale | UT | 11/2024 | Present |
| Exchange Royale, Llc | Vineyard | UT | 03/2025 | Present |
1) Exchange Royale; not investment related; 567 S 150 E Vineyard, UT 84059; online retail-oriented business selling sports cards for athletes ; owner; 3/2025; 12 hours/month; 0 hours during trading; as owner of Exchange Royale, Elijah oversees all aspects of the business including the website, marketing, operations, and financials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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