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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-05 |
| UT | RA | APPROVED | 2020-11-03 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 11/2015 | 09/2017 |
| Morgan Stanley | South Jordan | UT | 05/2020 | Present |
| Homemaking | Bluffdale | UT | 09/2017 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
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