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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-27 |
| UT | RA | APPROVED | 2023-09-27 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2018 | 03/2020 |
| Challenger Pallet And Supply | Salt Lake City | UT | 07/2014 | 12/2016 |
| Salt Lake Consultants | Murry | UT | 06/2017 | 07/2017 |
| Mmc Group Lp | Sandy | UT | 08/2017 | 11/2017 |
| Conduent | Sandy | UT | 12/2017 | 04/2018 |
| Unemployeed | Bountiful | UT | 12/2016 | 06/2017 |
| E*Trade Securities Llc | Sandy | UT | 03/2020 | 04/2020 |
| E*Trade Securities Llc | Sandy | UT | 04/2020 | 09/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2021 | 11/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 11/2023 |
| Morgan Stanley | South Jordan | UT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
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