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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| UT | RA | APPROVED | 2022-10-25 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Lehi, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mister Car Wash | American Fork | UT | 09/2016 | 12/2016 |
| Ivory Homes | Salt Lake City | UT | 01/2017 | 08/2018 |
| Raymond James Financial Services, Inc | Salt Lake City | UT | 08/2018 | 09/2022 |
| Raymond James Financial Services Advisors, Inc | Sandy | UT | 06/2020 | 09/2022 |
| Utah Wealth Strategies, Inc. | Sandy | UT | 06/2020 | 09/2022 |
| Ascend Home Buyers Llc | Eagle Mountain | UT | 01/2022 | Present |
| Utah Wealth Strategies Inc. | Sandy | UT | 06/2020 | 09/2022 |
| Morgan Stanley | South Jordan | UT | 10/2022 | Present |
| Djw Vista Holdings | Lehi | UT | 01/2022 | Present |
*525194- DJW Vista Holdings LLC s; Investment related -Yes; Lehi, Utah; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours:10; Property Management, Sales/Marketing, Administrative, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
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