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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One-0-Eight | Salt Lake City | UT | 11/2018 | 06/2021 |
| Heron Medical, Dr. Amy De La Garza | Salt Lake City | UT | 06/2018 | 11/2018 |
| Loyola Marymount University Girls Soccer Team | Los Angeles | CA | 09/2017 | 05/2018 |
| Arc Wealth Management | Salt Lake City | UT | 06/2021 | 03/2026 |
| Loyola Marymount University | Los Angeles | CA | 08/2017 | 05/2018 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 08/2022 |
| Judge Memorial Catholic High School | Salt Lake City | UT | 08/2013 | 05/2017 |
| Morgan Stanley | Fort Lauderdale | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
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