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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| UT | RA | APPROVED | 2025-01-24 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 07/2020 | 01/2025 |
| Golden Customer Care | Milcreek | UT | 10/2019 | 06/2020 |
| 24-7 In Touch | Salt Lake City | UT | 01/2019 | 09/2019 |
| Netflix Inc | Salt Lake City | UT | 09/2016 | 12/2018 |
| Morgan Stanley | Sandy | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
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