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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-03 |
| UT | RA | APPROVED | 2024-10-01 |
Branch Locations
2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2012 | 09/2023 |
| E*Trade Capital Management Llc/ Harrisdirect Llc | Sandy | UT | 06/2012 | 09/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 10/2024 |
| Morgan Stanley Private Bank, N.A | Sandy | UT | 01/2023 | 10/2024 |
| Massmutual Life Insurance Company | Lehi | UT | 08/2024 | Present |
| Mml Investors Services Llc | Lehi | UT | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | Present |
NAME: RIDGETOP HOLDINGS LLC AND CREEKSIDE COTTAGE LLC INV REL: Y ADD: RESIDENTIAL NATURE: HOLDING COMPANY THAT OWNS CREEKSIDE COTTAGE LLC FOR RENTAL INCOME POSITION: OWNER START DATE: 8/30/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: WIFE HANDLES THE DAY TO DAY AND I OCCASIONALLY SCHEDULE REPAIR SERVICES (2) NAME: AARON COPPLE INV REL: Y ADD: 2901 WEST BLUE GRASS BLVD SUITE 320 LEHI UT 84048 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 8/19/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DI, LTC, FIXED ANNUTITIES AND HEALTH (3) NAME: STONE CABIN LLC INV REL: Y ADD: RESIDENTIAL NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 02/06/2025 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-24 |
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