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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-06 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 08/2021 | 12/2024 |
| Life Time, Inc | South Jordan | UT | 04/2015 | 09/2022 |
| Northwestern Mutual | Salt Lake City | UT | 05/2020 | 09/2020 |
| University Of Utah | Salt Lake City | UT | 08/2016 | 12/2020 |
| Morgan Stanley | Sandy | UT | 09/2023 | 01/2024 |
| Morgan Stanley | Sandy | UT | 08/2021 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 05/2025 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 07/2025 | Present |
I*2496353, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Life Time Fitness Address: South JordanUtah84095 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/01/2024No Hours: 2 weekly No Hours during trading: 0 Duties:Fitness Club - I work as a manager in the rock climbing wall primarily doing inspections on equipment and helping to train new staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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