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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-08-19 |
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
5255 North Edgewood Drive Suite 275, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 05/2000 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Provo | UT | 08/2021 | Present |
*541380 - RED III LLC; Investment related No; OREM, Utah; Insurance; BOOKKEEPER (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours:0 ; After business hours: 20; Accounting/Bookkeeping. *030- G6R Properties LLC; Investment related: No; Orem, Utah; Real Estate; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 20; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-25 |
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