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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| UT | RA | APPROVED | 2024-01-03 |
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 | South Jordan | UT | 12/2021 | Present |
| Prime Corporate Services | Draper | UT | 07/2020 | 07/2021 |
| Clearlink | Salt Lake City | UT | 01/2019 | 07/2020 |
| Larry H Miller Honda | Murray | UT | 08/2018 | 01/2019 |
| Family First Life | Taylorsville | UT | 01/2018 | 08/2018 |
| Discover Financial Services | Salt Lake City | UT | 10/2016 | 01/2018 |
| Culver's Restaurant | West Valley | UT | 03/2014 | 10/2016 |
| Amplified Accommodations Llc | South Salt Lake | UT | 07/2021 | 12/2021 |
| E*Trade | South Jordan | UT | 09/2023 | Present |
* 558314 - Uber Technologies; Investment related - No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 40; Labor/Service * 518596 - Echo Nightclub; Investment related -No; Salt Lake City, Utah; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 40; Labor/Service *558307- H&A Real Estate, LLC; Investment related: Yes; Salt Lake City, Utah; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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