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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-01-29 |
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 |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 07/2016 | 11/2016 |
| Alder Security | Orem | UT | 12/2016 | 11/2018 |
| Vantage Marketing | Provo | UT | 12/2018 | 10/2019 |
| Weave | Lehi | UT | 11/2019 | 05/2020 |
| Utah Valley University | Orem | UT | 06/2020 | 01/2021 |
| Fidelity Investments | American Fork | UT | 02/2021 | 01/2025 |
| Morgan Stanley | Sandy | UT | 01/2025 | Present |
*667332- Balloon Architects; Investment related: No; Murray, Utah; Marketing; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 6; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-27 |
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