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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| UT | RA | APPROVED | 2026-07-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Randstad | Salt Lake City | UT | 07/2025 | 08/2025 |
| The University Of London | London | 09/2019 | 12/2020 | |
| Sofi Lending Corp | Cottonwood Heights | UT | 02/2016 | 10/2018 |
| The University Of Utah | Salt Lake City | UT | 10/2018 | 09/2019 |
| Unemployed | South Weber | UT | 01/2021 | 02/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2025 | 03/2026 |
| Goldman Sachs | Draper | UT | 03/2021 | 06/2025 |
| Mindlance Inc | Salt Lake City | UT | 03/2026 | 06/2026 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 04/2026 | 06/2026 |
| Morgan Stanley | South Jordan | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-24 |
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