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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| UT | RA | APPROVED | 2025-03-20 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • 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 | Sandy | UT | 08/2022 | Present |
| Computing Concepts | East Rutherfor | NJ | 02/2021 | 08/2022 |
| Elwood Staffing | West Valley City | UT | 12/2020 | 02/2021 |
| Canyon Culinary | Cottonwood Heights | UT | 11/2018 | 07/2020 |
| Costco | Salt Lake City | UT | 03/2020 | 05/2020 |
| Am Professional Lawn Services | Taylorsville | UT | 04/2017 | 10/2019 |
| Dell Emc | Draper | UT | 06/2015 | 04/2018 |
| Apex | Salt Lake City | UT | 09/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
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