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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-25 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 05/2022 | Present |
| Ifit Health & Fitness | Logan | UT | 08/2021 | 05/2022 |
| Caliber Smart | American Fork | UT | 05/2021 | 04/2022 |
| Icon Health And Fitness | Logan | UT | 10/2020 | 04/2021 |
| Utah State University | Logan | UT | 08/2018 | Present |
| Cypress Woods High School | Cypress | TX | 08/2014 | 05/2018 |
| Jenson Books | Logan | UT | 09/2019 | 01/2020 |
| Ralph Lauren | Cypress | TX | 05/2018 | 01/2019 |
| Aptive Environmental Llc | Sandy | UT | 05/2020 | 09/2020 |
| Morgan Stanley | Sandy | UT | 01/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-21 |
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