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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-28 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 09/2020 | 09/2023 |
| Les Olson Company | Lindon | UT | 01/2020 | 09/2020 |
| Culinary Crafts | Pleasant Grove | UT | 06/2018 | 10/2020 |
| United Parcel Service | Salt Lake | UT | 07/2018 | 05/2019 |
| Vivint Smart Home | Provo | UT | 05/2019 | 08/2019 |
| The Church Of Jesus Christ Of Latter Day Saints | Baton Rouge | LA | 09/2014 | 09/2016 |
| Yellow Blue | Preston | ID | 10/2016 | 12/2016 |
| Brigham Young University | Provo | UT | 01/2017 | 05/2018 |
| Iguys Repairs | Provo | UT | 09/2017 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 01/2023 | 06/2024 |
| Morgan Stanley Smith Barney Llc | South Jordan | UT | 09/2025 | Present |
| Skye High Realty | Provo | UT | 12/2024 | Present |
| Self-Employed | Orem | UT | 06/2024 | 12/2024 |
| Morgan Stanley Smith Barney Llc | Orem | UT | 11/2025 | Present |
(1) 660623 - PPHOA; Not Investment Related; Orem, UT; Civic/Community; Board Member, Treasurer; Start 01-August-2024; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Investment Decisions/Advice. (2) 660628 - 185 S Pro Management; Investment Related; Orem, UT; Rental Property; Sole Proprietor/Owner; Start November 2021; During business hours: 0; After business hours: 2; Property Management. (3) 660629 - 1122 W Pro Management; Investment Related; Provo, UT; Rental Property; Sole Proprietor/Owner; Start August 2023; During business hours: 0; After business hours: 2; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
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