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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| UT | RA | APPROVED | 2026-03-20 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • 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 | 12/2024 | Present |
| Centurylink/Qwest | Boise | ID | 03/2016 | 05/2017 |
| Tesla / Solarcity | Draper | UT | 05/2017 | 12/2018 |
| Eheatlh | Salt Lake City | UT | 01/2019 | 07/2020 |
| Buenos Aires Llc | Nampa | ID | 07/2020 | 10/2024 |
| Clearlink | Draper | UT | 01/2023 | 11/2024 |
| Uber | Salt Lake City | UT | 01/2016 | 07/2024 |
| Amazon | Nampa | ID | 11/2021 | 03/2022 |
| Namebrand | Boise | ID | 03/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
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