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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-06 |
| TX | RA | APPROVED | 2026-03-05 |
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 | 01/2025 | Present |
| Oak View Group Hospitality | Orlando | FL | 08/2024 | 01/2025 |
| The Fresh Market | Lake Mary | FL | 09/2023 | 05/2024 |
| Pinch A Penny | Fernandina Beach | FL | 05/2023 | 08/2023 |
| Eldora Mountain | Nederland | CO | 08/2021 | 05/2023 |
| Boulderado Hotel | Boulder | CO | 04/2022 | 07/2022 |
| Montbell | Boulder | CO | 11/2022 | 01/2023 |
| Ciao Italian Eatery | Fernandina Beach | FL | 06/2021 | 08/2021 |
| Amelia Athletic Club | Fernandina Beach | FL | 06/2021 | 08/2021 |
| Stretchzone | Boulder | CO | 02/2021 | 06/2021 |
| Omni Hotels | Fernandina Beach | FL | 02/2018 | 02/2021 |
| Yulee High School | Yulee | FL | 08/2016 | 04/2020 |
| Unemployed | Yulee | FL | 05/2024 | 08/2024 |
| University Of Central Florida | Orlando | FL | 08/2023 | 12/2024 |
| Unemployed | Yulee | FL | 08/2023 | 09/2023 |
| Unemployed | Yulee | FL | 12/2014 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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