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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| UT | RA | APPROVED | 2026-07-28 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Valley City | UT | 08/2025 | 12/2025 |
| Northwestern Mutual | Provo | UT | 02/2025 | 04/2025 |
| Independent Broker | Riverton | UT | 08/2023 | 11/2024 |
| Unemployed | Riverton | UT | 10/2008 | 08/2023 |
| Brigham Young University | Provo | UT | 09/2023 | Present |
| Bank Of America, N.A. | West Valley City | UT | 09/2025 | 12/2025 |
| Morgan Stanley | Sandy | UT | 07/2026 | Present |
*706264 - micro1; Investment related: No; Palo Alto, California; Technology; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 10; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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