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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 05/2026 | Present |
| Pfs Investments Inc. | West Jordan | UT | 05/2016 | 04/2018 |
| Primerica Financial Services | West Jordan | UT | 01/2013 | 12/2016 |
| Alliance Health | Sandy | UT | 02/2015 | 03/2018 |
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 08/2018 |
| E*Trade Securities Llc | Sandy | UT | 08/2018 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 06/2020 |
| E*Trade Securities Llc | South Jordan | UT | 06/2020 | 11/2024 |
| Morgan Stanley | South Jordan | UT | 03/2023 | 11/2024 |
| Morgan Stanley | Sandy | UT | 09/2023 | 11/2024 |
| Unemployed | Sandy | UT | 11/2024 | 05/2026 |
696826- DoorDash Inc; Investment related: No; San Francisco, California; Retail/Online Stores, Restaurant/Bar/Nightclub, Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-07 |
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