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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
| UT | RA | APPROVED | 2023-08-29 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
West Valley City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 06/2020 | 10/2021 |
| Wells Fargo Bank | Murray | UT | 10/2019 | 06/2020 |
| Alaska Coach Tours | Juneau | AK | 05/2019 | 08/2019 |
| Wells Fargo Bank | Salt Lake City | UT | 08/2018 | 05/2019 |
| Rosie's Mexican Cantina | Huntsville | AL | 02/2018 | 08/2018 |
| Buena Vista Mexican Cantina | Madison | AL | 04/2017 | 02/2018 |
| Mcdonald's | Madison | AL | 03/2017 | 04/2017 |
| Rocketmaids Cleaning Services | Madison | AL | 01/2017 | 05/2017 |
| Church Of Jesus Christ Of Latter-Day Saints | Angeles | 12/2014 | 12/2016 | |
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2022 | 08/2022 |
| Wells Fargo Bank | Salt Lake City | UT | 01/2022 | 08/2022 |
| Unemployed | Herriman | UT | 10/2021 | 01/2022 |
| Unemployed | Ogden | UT | 08/2019 | 10/2019 |
| Morgan Stanley | South Jordan | UT | 09/2022 | Present |
*593166 - Data Annotation Tech ; Investment related - No ; West Valley,Utah ; Technology ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 0 ; After business hours : 5 ; AI chat bot training
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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