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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2022-09-01 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2015 | 07/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2022 |
| E*Trade Securities Llc | Sandy | UT | 07/2022 | Present |
| E*Trade Capital Management Llc | Sandy | UT | 07/2022 | Present |
| Westminster College | Salt Lake City | UT | 01/2019 | Present |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 08/2022 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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