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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| UT | RA | APPROVED | 2025-05-29 |
Branch Locations
South Jordan, 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 | 07/2019 | 03/2020 |
| Professional Sports Therapy | Lehi | UT | 01/2017 | 09/2020 |
| Brigham Young University | Provo | UT | 08/2016 | 04/2017 |
| E*Trade Securities Llc | Sandy | UT | 03/2020 | 09/2020 |
| E*Trade Securities Llc | Sandy | UT | 09/2020 | Present |
| Morgan Stanley | South Jordan | UT | 01/2023 | Present |
| Morgan Stanley & Co. Llc | South Jordan | UT | 11/2023 | Present |
*586832 - Utah Republican Party; Investment related-No; Salt Lake City, Utah; Elected for Political Office; County Delegate (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 4; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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