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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED | 2024-05-01 |
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 |
|---|---|---|---|---|
| Massmutual Oregon | Lake Oswego | OR | 04/2017 | 05/2017 |
| Mml Investors Services | Lake Oswego | OR | 04/2017 | 05/2017 |
| Unemployed | Portland | OR | 04/2015 | 04/2017 |
| Td Ameritrade | Portland | OR | 05/2017 | 05/2018 |
| Ascensus | Dresher | MA | 06/2019 | 09/2020 |
| United Retirement Plan Consultants | Dublin | OH | 05/2018 | 06/2019 |
| E*Trade Securities Llc | Sandy | UT | 12/2020 | Present |
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 1993-10-29 |
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