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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
| UT | RA | APPROVED | 2026-02-23 |
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 | 11/2016 | 03/2019 |
| E*Trade Capital Management Llc | Sandy | UT | 11/2016 | 03/2019 |
| Insure Right Insurance Agency | American Fork | UT | 12/2015 | 11/2016 |
| E*Trade Capital Management Llc | Bloomington | MN | 03/2019 | 01/2022 |
| E*Trade Securities Llc | Bloomington | MN | 03/2019 | 01/2022 |
| Fidelity Investments | Edina | MN | 01/2022 | 09/2024 |
| Morgan Stanley | Sandy | UT | 02/2026 | Present |
| Stay At Home Dad | Herriman | UT | 10/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-16 |
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