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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| UT | RA | APPROVED | 2025-11-04 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 04/2016 | 03/2018 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2016 | 03/2018 |
| Dixon Enterprises Llc | Taylorsville | UT | 01/2015 | 12/2023 |
| E*Trade Securities Llc | Sandy | UT | 07/2018 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 07/2018 | 02/2020 |
| Prime Insurance Company | Sandy | UT | 04/2018 | 07/2018 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 04/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | 04/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 04/2023 |
| Sofi Securities, Llc | Cottonwood Heights | UT | 05/2023 | 12/2023 |
| Sofi Wealth, Llc | Cottonwood Heights | UT | 05/2023 | 12/2023 |
| Thrivent Investment Managment Inc | Minneapolis | MN | 12/2023 | 07/2024 |
| Thrivent Financial | Appleton | WI | 12/2023 | 07/2024 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2024 | 10/2025 |
| Ettain Group | Salt Lake City | UT | 08/2024 | 10/2025 |
| Morgan Stanley | Sandy | UT | 10/2025 | Present |
*666600 - Individual; Investment Related - No; Taylorsville, Utah; Recreation; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2006; During Business Hours: 0; After Business Hours: 25; Billiards/Pool Tournaments *668926- Double Dip Tea; Investment related: No; Taylorsville, Utah; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 20; Administrative, Business Development/Growth, Customer Service, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-21 |
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