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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| HI | RA | APPROVED | 2023-12-01 |
Branch Locations
1003 Bishop Street Pauahi Tower, Suite 1450, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 09/2022 | 07/2023 |
| Northwestern Mutual Investment Services, Llc | Provo | UT | 01/2022 | 08/2022 |
| Guitar Center | Orem | UT | 09/2021 | 06/2022 |
| P38 | Colorado Springs | CO | 08/2017 | 05/2018 |
| Doherty High School | Colorado Springs | CO | 05/2014 | 05/2018 |
| Brigham Young University-Idaho | Rexburg | ID | 05/2018 | 05/2024 |
| Ymca | Colorado Springs | CO | 08/2016 | 08/2017 |
| Morgan Stanley | Sandy | UT | 09/2022 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
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