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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED_RES | 2024-04-05 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • 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 | 04/2020 | 08/2021 |
| Chipotle | Murray | UT | 11/2017 | 11/2020 |
| Pizza Hut | Murray | UT | 12/2016 | 04/2017 |
| Megaplex Theater | Sandy | UT | 06/2016 | 09/2016 |
| Murray High School | Murray | UT | 08/2015 | 06/2018 |
| Disys | Salt Lake City | UT | 02/2022 | 08/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2022 | 08/2022 |
| Pago | Salt Lake City | UT | 08/2021 | 02/2022 |
| Morgan Stanley | Sandy | UT | 08/2023 | Present |
| Walmart | Taylorsville | UT | 08/2022 | 08/2023 |
| Olive Garden | Murray | UT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
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