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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED | 2017-10-10 |
| UT | RA | APPROVED | 2017-08-22 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 03/2017 | Present |
| Goldman Sachs | Salt Lake City | UT | 12/2015 | 12/2016 |
*516151 - Rental Property; Investment related: Yes; Sandy, Utah; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 0; Property Management *629664 - Rental ; Investment related: Yes; Draper, Utah; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 1; Administrative *670572- Rental Property; Investment related: Yes; Sandy, Utah; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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