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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
Taylorsville, UT • United States
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 | 06/2018 | 01/2019 |
| University Of Utah | Salt Lake City | UT | 01/2018 | 06/2018 |
| Golden Customer Care | Salt Lake City | UT | 11/2016 | 01/2018 |
| City Beauty Llc | Salt Lake City | UT | 04/2014 | 11/2016 |
| E*Trade Securities Llc | Sandy | UT | 01/2019 | 11/2020 |
| E*Trade Securities Llc | Sandy | UT | 11/2020 | 01/2023 |
| Morgan Stanley | South Jordan | UT | 01/2023 | 01/2024 |
| Mountain America Credit Union | West Jordan | UT | 08/2024 | 10/2024 |
| Unemployed | Taylorsville | UT | 01/2024 | 08/2024 |
| Lpl Financial | West Jordan | UT | 08/2024 | 10/2024 |
| Guardian Life Insurance Company | Taylorsville | UT | 10/2024 | 10/2025 |
| Park Avenue Securities Llc | Taylorsville | UT | 10/2024 | 10/2025 |
| Morgan Stanley | South Jordan | UT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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