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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| UT | RA | APPROVED | 2023-09-05 |
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 |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 10/2016 | 04/2021 |
| Professional Employment Group | Tempe | AZ | 05/2016 | 10/2016 |
| E*Trade Securities Llc | Sandy | UT | 04/2021 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2021 | 09/2023 |
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | 09/2023 |
Lend a Hand Handyman Non-Investment related Address: 187 N Diamond Back Dr. Saratoga Springs UT 84045 Handyman Business Owner/Operator Creation of business 4/26/21 + or - 10 hours a month estimated devoted to business. Duties of business are small projects for other people.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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