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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED | 2023-10-31 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2021 | Present |
| University Of Utah | Salt Lake City | UT | 08/2013 | Present |
| Pallet Bedz | Salt Lake City | UT | 06/2019 | 07/2019 |
| Allstate | Midvale | UT | 07/2018 | 04/2019 |
| Performance Honda Bountiful | Bountiful | UT | 02/2018 | 07/2018 |
| Volkswagen Southtowne | South Jordan | UT | 10/2017 | 02/2018 |
| Tim Dahle Nissan Murray | Murray | UT | 10/2016 | 09/2017 |
| Centeral Auto | Murray | UT | 07/2016 | 10/2016 |
| Morgan Stanley | Sandy | UT | 02/2023 | Present |
*574499- Great Basin Staffing LLC; Investment related: No; Eagle Mountain, Utah; Talent Acquisition; Consulting (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 40; After business hours: 10; Fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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