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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-17 |
| UT | RA | APPROVED | 2022-05-17 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 05/2020 | 08/2021 |
| University Of Utah | Salt Lake City | UT | 08/2016 | 05/2020 |
| Instructure | Cottonwood Heights | UT | 07/2019 | 04/2020 |
| Real Salt Lake | Sandy | UT | 01/2019 | 08/2019 |
| Captioncall | Taylorsville | UT | 06/2018 | 09/2018 |
| Morgan Stanley | South Jordan | UT | 01/2022 | Present |
| Chase Bank | Salt Lake City | UT | 09/2021 | 10/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
*593961- Billy Madsen Rental Property; Investment related: Yes; Holladay, Utah; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-18 |
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