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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-15 |
| UT | RA | APPROVED | 2022-02-14 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Salt Lake City, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guradian Life Insurance Company | Murray | UT | 08/2018 | 02/2021 |
| Two Creek Coffee House | Salt Lake City | UT | 09/2013 | 10/2017 |
| Acceptance Now | West Valley City | UT | 09/2017 | 07/2018 |
| Park Avenue Securities | Murray | UT | 01/2019 | 02/2021 |
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2021 | 12/2021 |
| Goldenwest Fcu | South Ogden | UT | 03/2021 | 12/2021 |
| Morgan Stanley | South Jordan | UT | 01/2022 | Present |
*673882 - Trust; Investment related : No; Eden, Utah; 12/2025; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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