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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| UT | RA | APPROVED | 2025-10-14 |
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 | 01/2020 | 07/2022 |
| Jp Morgan Chase | Heber | UT | 06/2019 | 01/2020 |
| Marriott Vacations Worldwide | Park City | UT | 10/2018 | 06/2019 |
| Vivint Smarthome | Provo | UT | 03/2018 | 10/2018 |
| Clydeco Building Supplies | Mapleton | UT | 08/2017 | 03/2018 |
| Rooftop Anchor | Heber | UT | 06/2017 | 08/2017 |
| Lds Church | Rosario | 06/2015 | 06/2017 | |
| Morgan Stanley | Salt Lake City | UT | 07/2025 | Present |
| Bill.cOm | Draper | UT | 07/2022 | 03/2023 |
| Rippling | San Francisco | UT | 04/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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