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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| UT | RA | APPROVED | 2025-09-15 |
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 | 02/2025 | Present |
| Saint Mary's College Of California | Moraga | CA | 08/2020 | 05/2023 |
| University Of Utah | Salt Lake City | UT | 05/2024 | 05/2025 |
| Utah Red Wolves Academy | Salt Lake City | UT | 05/2024 | Present |
| Promontory Country Club | Park City | UT | 05/2023 | 08/2023 |
| Cortina Partners Llc | Salt Lake City | UT | 05/2021 | 08/2021 |
| Challenger Soccer Camp | Salt Lake City | UT | 06/2020 | 08/2020 |
| Park City High School | Park City | UT | 08/2016 | 05/2020 |
| Prospector Country Club | Park City | UT | 05/2018 | 08/2018 |
| Radnik Krizevci | Krizevci | 08/2023 | 05/2024 |
*629675- Utah Red Wolves Academy; Investment related: No; Park City, Utah; Soccer Academy; Soccer Coach (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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