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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-05 |
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 | 12/2024 | Present |
| Danco Development | Draper | UT | 11/2023 | 11/2024 |
| Rocky Mountain Wingshak | American Fork | UT | 02/2023 | 09/2023 |
| Renegade Business Consulting Services | Draper | UT | 08/2022 | 03/2023 |
| Grim Technology | Lehi | UT | 07/2022 | 05/2023 |
| Outdoor Lighting Perspectives | Orem | UT | 06/2023 | 12/2023 |
| Rocky Mountain Wingshak | American Fork | UT | 10/2020 | 05/2022 |
| Summit Pizza Co | Lehi | UT | 03/2020 | 10/2020 |
| Unemployed | Lehi | UT | 05/2022 | 08/2022 |
| Utah Valley University | Orem | UT | 08/2019 | 05/2021 |
| Skyridge High School | Lehi | UT | 08/2017 | 06/2019 |
| Lehi Junior High School | Lehi | UT | 12/2016 | 06/2017 |
| Oak Canyon Junior High School | Orem | UT | 08/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-23 |
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