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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-07 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
Salt Lake City, UT • United States
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2022 | 09/2023 |
| Coffee Noir | Salt Lake City | UT | 02/2020 | 12/2021 |
| Beans & Brews | Cottonwood Heights | UT | 02/2017 | 02/2020 |
| Education At Work | Salt Lake City | UT | 12/2018 | 02/2019 |
| Dan's Fresh Market | Cottonwood Heights | UT | 05/2016 | 01/2017 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 12/2022 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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