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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-18 |
| UT | RA | APPROVED | 2025-12-16 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
West Valley, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2016 | 05/2016 |
| University Of Utah | Salt Lake City | UT | 08/2012 | 01/2019 |
| Murdock Hyundai | Murray | UT | 07/2016 | 10/2016 |
| Morgan Stanley | South Jordan | UT | 08/2016 | 04/2018 |
| E*Trade Securities Llc | Sandy | UT | 04/2018 | 01/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 09/2021 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 03/2019 | 09/2021 |
| Tiaa | Salt Lake City | UT | 09/2021 | 07/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 09/2021 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 01/2024 | 08/2024 |
| Arempas Venezuelan Cuisine | Salt Lake City | UT | 10/2019 | Present |
| Pfs Investment Inc (Primerica) | Salt Lake City | UT | 08/2023 | 11/2023 |
| Morgan Stanley | South Jordan | UT | 09/2024 | 02/2025 |
| Digital Wealth Partners | Dallas | TX | 11/2025 | Present |
*611928 - Arempas Venezuelan Cuisine; Investment related: No; Salt Lake City, Utah; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 0; After business hours: 20; Sales/Marketing, Customer Service, Labor/Service, Business Development/Growth, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
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