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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-04 |
| UT | RA | APPROVED | 2015-03-04 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | South Jordan | UT | 02/2015 | Present |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 10/2018 | 12/2020 |
| E*Trade Securities Llc | South Jordan | UT | 08/2021 | 09/2023 |
*368858 - Evolve ; Investment related: No; Draper, Utah; Education; Employee(proprietor, partner, officer, director, employee, trustee, agent); 8/2017; During business hours: 0; After business hours: 10; Teaching Children 2. Emotion Dance Studio; Investment related No; Teaching Ballet Classes to children; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 4; Instruct Children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
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