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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| UT | RA | APPROVED | 2026-07-09 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 10/2021 | 06/2026 |
| Wells Fargo | Salt Lake City | UT | 07/2019 | 10/2021 |
| Associate Staffing | Salt Lake City | UT | 04/2019 | 06/2019 |
| Albertsons Companies, Inc | Tooele | UT | 06/2018 | 05/2019 |
| Corporation Of The Presiding Bishop | Salt Lake City | UT | 10/2020 | 11/2020 |
| Handstands Promo | Salt Lake City | UT | 05/2015 | 12/2017 |
| Energizer Brands Llc | Salt Lake City | UT | 05/2015 | 05/2017 |
| Corporation Of The Presiding Bishop | Salt Lake City | UT | 02/2017 | 07/2017 |
| Sterling Atm | Salt Lake City | UT | 12/2017 | 06/2018 |
| E*Trade | South Jordan | UT | 05/2023 | 09/2023 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 11/2024 | 06/2026 |
| Morgan Stanley | South Jordan | UT | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
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