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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| UT | RA | APPROVED | 2025-07-28 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 10/2024 | Present |
| Yogurt Land | West Jordan | UT | 02/2016 | 05/2017 |
| Veterans First Mortgage | Salt Lake City | UT | 06/2017 | 09/2021 |
| Fairway Independent Mortgage Corp | Draper | UT | 09/2021 | 03/2023 |
| Americor | Irvine | CA | 03/2023 | 05/2024 |
| Pennie Llc | Miami | FL | 05/2024 | 08/2024 |
*632741 - Fitness Coaching and Media; Investment related: No; West Jordan, Utah; Fitness Coaching and Media; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 15; Sales/Marketing, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-26 |
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