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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-20 |
| UT | RA | APPROVED | 2024-11-20 |
Branch Locations
West Jordan, UT • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2016 | 03/2018 |
| Stephen Miller | Orem | UT | 08/2015 | 09/2016 |
| Bank Of America, N.A. | Salt Lake City | UT | 05/2017 | 03/2018 |
| Bankers Life And Casualty Company | Salt Lake City | UT | 04/2018 | 10/2019 |
| Bankers Life Securities | Salt Lake City | UT | 06/2018 | 10/2019 |
| Pruco Securities, Llc. | West Jordan | UT | 10/2019 | 11/2022 |
| Prudential Insurance Company Of America | West Jordan | UT | 10/2019 | 11/2022 |
| Fidelity Investments | Salt Lake City | UT | 11/2022 | 10/2024 |
| Morgan Stanley | South Jordan | UT | 11/2024 | Present |
*621401- Salt Lake County Republican Party Central Committee; Investment related: No; Salt Lake City, Utah; Political Office; Appointed Government Position (e.g. Government Board, Government Commission, etc.) (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 2; Administrative, Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-09 |
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