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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-19 |
| UT | RA | APPROVED | 2017-05-18 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 05/2017 | Present |
| Zions Bancorporation | Salt Lake City | UT | 04/2016 | 05/2017 |
Rental Property; Draper Utah, Salt Lake City Utah; Rental; Investment related; Sole Proprietor / Owner / Partner; 08/2010; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S66 | Uniform Combined State Law Examination | 2005-10-20 |
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