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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-27 |
| UT | RA | APPROVED | 2024-01-29 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 05/2022 | Present |
| Global Janitorial Services | Sandy | UT | 09/2020 | 02/2022 |
| Mountain America Credit Union | Sandy | UT | 07/2019 | 08/2020 |
| Lyft | Salt Lake City | UT | 10/2017 | 07/2020 |
| Lumos | Salt Lake City | UT | 10/2015 | 09/2017 |
*OBI - 502944 - Doordash ; Investment related - No ; Kirkland, Washington ; Food Delivery, Technology ; Contractor (proprietor, partner, officer, director, employee, trustee, agent) ; 08/2020 ; During business hours : 0 ; After business hours : 20 ; Food Delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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