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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
| UT | RA | APPROVED | 2024-04-08 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Discover Financial Services | West Valley | UT | 10/2016 | 03/2023 |
| The Results Company | Provo | UT | 07/2016 | 10/2016 |
*547339 - UBER; Investment Related - No; San Francisco, California; Automotive/Transportation; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2022; During Business Hours: 0; After Business Hours: 20; Labor/Servicee *697721- United States Navy; Investment related: No; Washington, District of Columbia; Government; Employee Sailor (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 16; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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