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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 03/2023 | 09/2023 |
| Amazon | American Fork | UT | 02/2023 | 03/2023 |
| Global Payments Integrated | Lindon | UT | 08/2022 | 01/2023 |
| Sunrun | Lehi | UT | 08/2021 | 06/2022 |
| Bright Solar Marketing | Temecula | CA | 06/2021 | 07/2021 |
| Proctor & Gamble | Moreno Valley | CA | 06/2019 | 05/2021 |
| Loma Linda University | Loma Linda | CA | 08/2018 | 04/2019 |
| Amazon | Eastvale | CA | 05/2018 | 06/2018 |
| Sofi | Cottonwood Heights | UT | 10/2016 | 04/2018 |
| Netflix | Salt Lake City | UT | 09/2016 | 10/2016 |
| Morgan Stanley | Sandy | UT | 09/2023 | 04/2024 |
| Morgan Stanley | Lubbock | TX | 10/2025 | Present |
| Sunrun | Lehi | UT | 05/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-28 |
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