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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| UT | RA | APPROVED | 2019-10-01 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Salt Lake City | UT | 08/2015 | Present |
*342767 - Summer Beauty LLC; Investment related No; West Jordan, Utah; Provide Makeup services for clients and to include spray tanning as part of this service; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 2; Provide makeup services, as part of this service I am expanding to offer spray tan services. * 342757 - Neverland Aerial Arts & Fitness LLC; Investment related No; West Jordan, UT; Education, Personal aerial training and personalized workout plans, I also will be selling merchandise for with my business logo on it.; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
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