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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-04 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 04/2024 | Present |
| Key Residential | Orem | UT | 01/2024 | 07/2024 |
| Icon Plc | Millcreek | UT | 03/2022 | 04/2023 |
| University Of Utah | Salt Lake City | UT | 08/2021 | Present |
| Veterans First Mortgage | Salt Lake City | UT | 12/2019 | 03/2022 |
| Dimmick / Harmon Management | Salt Lake City | UT | 02/2019 | 11/2019 |
| Eaton Alliance | Murray | UT | 10/2022 | 01/2023 |
| Chrysalis Enterprises | Murray | UT | 04/2022 | 06/2022 |
| East High School | Salt Lake City | UT | 08/2017 | 06/2021 |
| Seven Peaks | Salt Lake City | UT | 01/2015 | 05/2016 |
| Granite Park Middle School | Salt Lake City | UT | 08/2015 | 06/2017 |
| Unemployed | Salt Lake City | UT | 07/2022 | 09/2022 |
| Unemployed | Salt Lake City | UT | 05/2023 | 12/2023 |
*593602 - Photography; Investment Related - Yes; West Valley City, Utah; Hobby / Small Photography Business; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2021; During Business Hours: 0; After Business Hours: 5; Photographer - Take photos *593601 - Key Residential Services; Investment Related - No; Orem, Utah; Other; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 28; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
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