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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
| UT | RA | APPROVED | 2023-09-05 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2005 | 10/2016 |
| E*Trade Securities Llc | Sandy | UT | 02/2017 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2017 | 02/2020 |
| Unemployed | Sandy | UT | 11/2016 | 02/2017 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 12/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | 12/2020 |
| E*Trade Securities Llc | Sandy | UT | 12/2020 | Present |
| E*Trade Capital Management Llc | Sandy | UT | 12/2020 | Present |
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
1. Rental Property 2. Investment Related: No 3. (Personal Address) 4. Home Rental 5. Owner 6. 06/25/2019 7. Hours devoted to business: 5 8. Hours devoted during Securities business: 0 9. Maintain and rent single family home. *433877 - Washington UT Home Rental; Investment related: Yes; Washington; Utah; Rental Property;Owner; (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 2 ; Owner. Having a property management company rent and manage the place. As required by Washington City I will be obtaining a business licence for Short Term Rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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