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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-17 |
| UT | RA | APPROVED | 2026-02-17 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Glen Allen | VA | 03/2016 | 04/2020 |
| Advisor Group | Phoenix | AZ | 08/2021 | 09/2024 |
| Unemployed | North Chesterfield | VA | 07/2021 | 08/2021 |
| Disys | Dallas | TX | 05/2021 | 07/2021 |
| Cvs | Chester | VA | 03/2021 | 05/2021 |
| Carmax | Midlothian | VA | 12/2020 | 05/2021 |
| Exit First Realty | Glen Allen | VA | 06/2020 | 05/2021 |
| Unemployed | North Chesterfield | VA | 04/2020 | 06/2020 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 09/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 09/2024 | 04/2025 |
| Lpl Enterprise, Llc | Fort Mill | SC | 04/2025 | 06/2025 |
| Morgan Stanley | South Jordan | UT | 02/2026 | Present |
| Unemployed | Vernal | UT | 06/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
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