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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-07 |
| UT | RA | APPROVED | 2025-09-22 |
Branch Locations
Eagle Mountain, UT • United States
680 West 10000 South, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 03/2021 | Present |
| Tailored Management | South Jordan | UT | 05/2020 | 03/2021 |
| Uber | West Valley City | UT | 01/2020 | 05/2020 |
| Byram Healthcare | Murray | UT | 05/2019 | 01/2020 |
| Captioncall | Taylorsville | UT | 02/2017 | 05/2019 |
| Homemaker | Kearns | UT | 01/2015 | 02/2017 |
*550722 - Bee's Laundry Service; Investment Related - Yes; West Valley City, Utah; Service, Laundry; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 20; Administrative, Business Development/Growth, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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