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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
| UT | RA | APPROVED | 2025-06-13 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 07/2023 | Present |
| Unemployed | Salt Lake City | UT | 04/2023 | 07/2023 |
| Goldman Sachs | Salt Lake City | UT | 07/2021 | 04/2023 |
| Sundance Louvered Roofs | Salt Lake City | UT | 11/2020 | 11/2022 |
| Unemployed | Salt Lake City | UT | 08/2020 | 11/2020 |
| Goldman Sachs | Salt Lake City | UT | 07/2020 | 08/2020 |
| Unemployed | Salt Lake City | UT | 08/2018 | 07/2020 |
| Jp Morgan & Chase Co. | Salt Lake City | UT | 02/2017 | 08/2018 |
| Unemployed | Salt Lake City | UT | 09/2016 | 02/2017 |
| Rasmussen Landscapes | Salt Lake City | UT | 02/2016 | 09/2016 |
*566892 - Lyft; Investment related: No; San Francisco, California; Automotive/Transportation, Ride Share; Driver (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-29 |
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