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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-22 |
| AZ | RA | APPROVED | 2018-12-07 |
| UT | RA | APPROVED | 2016-12-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 11/2016 | Present |
| Sabbatical | Salt Lake City | UT | 09/2015 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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