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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| UT | RA | APPROVED | 2023-09-05 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 10/2016 | 10/2021 |
| Intermountian Medical | Murray | UT | 11/2015 | 09/2016 |
| Lifetime Fitness | South Jordan | UT | 08/2014 | 10/2016 |
| E*Trade Securities Llc | Sandy | UT | 11/2021 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 11/2021 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-21 |
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