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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-01 |
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 |
| Keybank National Association | Salt Lake City | UT | 06/2024 | 01/2025 |
| Apple Inc | Salt Lake City | UT | 05/2022 | 05/2024 |
| Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 01/2020 | 12/2021 |
| University Of Utah Campus Store | Salt Lake City | UT | 02/2019 | 12/2019 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 12/2019 |
| University Of Utah | Salt Lake City | UT | 01/2022 | 05/2024 |
| Marvin Ridge High School | Waxhaw | NC | 01/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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