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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-20 |
| UT | RA | APPROVED | 2026-07-13 |
Branch Locations
1305 Walt Whitman Rd Suite 120, Melville, NY 11747 • United States
1800 S Novell Pl, Provo, UT 84606 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 06/2017 | 04/2019 |
| Mass Mutual | Walnut Creek | CA | 11/2016 | 06/2017 |
| First Republic Bank | San Francisco | CA | 07/2016 | 11/2016 |
| Robert Half | Walnut Creek | CA | 09/2016 | 11/2016 |
| Bank Of America, N.A. | Salt Lake City | UT | 06/2017 | 04/2019 |
| Alpine Securities Corporation | Salt Lake City | UT | 12/2019 | 10/2020 |
| Gap | Salt Lake City | UT | 04/2019 | 12/2019 |
| E*Trade Securities Llc | Sandy | UT | 11/2020 | 09/2023 |
| Morgan Stanley | Sandy | UT | 03/2023 | 03/2024 |
| J.P. Morgan Securities Llc | Spanish Fork | UT | 03/2024 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Spanish Fork | UT | 03/2024 | 03/2026 |
| Morgan Stanley Bank | Sandy | UT | 11/2020 | 03/2024 |
| Alpine Securities | Salt Lake City | UT | 12/2019 | 11/2020 |
| Aegis Capital Corp | Melville | NY | 07/2026 | Present |
| Unemployed | Salt Lake City | UT | 04/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
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