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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service Inc | Fort Worth | TX | 06/2023 | 12/2023 |
| Georgetown University | Washington | DC | 07/2022 | 05/2023 |
| Provo City School District | Provo | UT | 08/2020 | 07/2022 |
| Brigham Young University | Provo | UT | 09/2015 | 06/2021 |
| Vivint Smart Home - Smart Home Pros | Orem | UT | 04/2017 | 08/2017 |
| Vivint Smart Home - Smart Home Pros | Orem | UT | 04/2018 | 06/2018 |
| Vivint Smart Home - Smart Home Pros | Orem | UT | 06/2021 | 08/2021 |
| Morgan Stanley | La Jolla | CA | 08/2024 | Present |
| Georgetown University | Washington | DC | 08/2023 | 05/2024 |
| Georgetown University | Washington | DC | 03/2024 | 05/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-02 |
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