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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
| UT | RA | APPROVED | 2026-07-29 |
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 |
|---|---|---|---|---|
| Rocky Mountain Rehab | Riverton | UT | 01/2018 | 08/2018 |
| Ups | Salt Lake City | UT | 04/2020 | 08/2020 |
| Isotalent | Lehi | UT | 01/2022 | 07/2022 |
| Walmart | Riverton | UT | 04/2020 | 08/2020 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | 07/2026 |
| Enevive | Pleasant Grove | UT | 08/2024 | 01/2025 |
| Supersonic Car Wash | Orem | UT | 08/2020 | 01/2022 |
| Enterprise | Orem | UT | 05/2023 | 12/2023 |
| Unemployed | Quito | 08/2018 | 03/2020 | |
| Lamar National Bank | Celina | TX | 05/2022 | 07/2022 |
| Jl Sorenson Rec Center | Herriman | UT | 06/2016 | 01/2018 |
| Enevive | Pleasant Grove | UT | 07/2022 | 05/2023 |
| Uvu | Orem | UT | 08/2020 | 12/2024 |
| Morgan Stanley | Sandy | UT | 07/2026 | Present |
*706043 - Enevive; Investment Related - No; Pleasant Grove, Utah; Wholesale/Distribution; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2022; During Business Hours: 0; After Business Hours: 2; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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