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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
| UT | RA | APPROVED | 2025-03-25 |
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 |
|---|---|---|---|---|
| Nordstrom | Salt Lake City | UT | 10/2018 | 12/2019 |
| Lgcy | Tampa | FL | 01/2021 | 10/2021 |
| Callaway | Murray | UT | 01/2020 | 04/2022 |
| Silac | Salt Lake City | UT | 07/2022 | 08/2023 |
| Fidelity Investments | Salt Lake City | UT | 08/2023 | 05/2024 |
| Incredible Dwellings | Salt Lake City | UT | 09/2021 | 12/2021 |
| Hidden Valley Country Club | Sandy | UT | 04/2019 | 09/2019 |
| Draper Park Middle, Jordan, Cornercanyon, Univ Of Utah | Draper | UT | 08/2013 | 08/2023 |
| Sofi Securities, Llc | Cottonwood Heights | UT | 08/2024 | 03/2025 |
| Sofi Wealth, Llc | San Francisco | CA | 08/2024 | 03/2025 |
| Morgan Stanley | Sandy | UT | 03/2025 | Present |
*633625- Blues Garage Services; Investment related-Yes; Sandy, Utah; Construction/Engineering; Employee, Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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