Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-13
UT RA APPROVED 2026-07-06
  • TX RA
    APPROVED_RES
    Since 2026-07-13
  • UT RA
    APPROVED
    Since 2026-07-06

Branch Locations

680 West 10000 South, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Salt Lake City UT 05/2020 06/2022
Creditrepair.cOm Inc. Salt Lake City UT 02/2020 05/2020
Progrexion Teleservices, Inc. Salt Lake City UT 10/2019 02/2020
Portabella Stores New York NY 02/2019 09/2019
M&M's World - Mars New York NY 06/2019 09/2019
Unemployed Alexandria 01/2010 01/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 07/2022 04/2024
Bank Of America, N.A. Salt Lake City UT 08/2022 04/2024
Sofi Securities, Llc Cottonwood Heights UT 04/2024 06/2026
Sofi Wealth Llc Cottonwood Heights UT 04/2024 06/2026
Morgan Stanley South Jordan UT 06/2026 Present
  • 05/2020 → 06/2022
    Wells Fargo Advisors
    Salt Lake City, UT
  • 02/2020 → 05/2020
    Creditrepair.cOm Inc.
    Salt Lake City, UT
  • 10/2019 → 02/2020
    Progrexion Teleservices, Inc.
    Salt Lake City, UT
  • 02/2019 → 09/2019
    Portabella Stores
    New York, NY
  • 06/2019 → 09/2019
    M&M's World - Mars
    New York, NY
  • 01/2010 → 01/2019
    Unemployed
    Alexandria
  • 07/2022 → 04/2024
    Salt Lake City, UT
  • 08/2022 → 04/2024
    Bank Of America, N.A.
    Salt Lake City, UT
  • 04/2024 → 06/2026
    Sofi Securities, Llc
    Cottonwood Heights, UT
  • 04/2024 → 06/2026
    Cottonwood Heights, UT
  • 06/2026 → Present
    South Jordan, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-25
S63 Uniform Securities Agent State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2022-08-25
  • S63 Uniform Securities Agent State Law Examination
    2021-08-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor