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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| UT | RA | APPROVED | 2023-09-05 |
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 |
|---|---|---|---|---|
| Curve Dental | Orem | UT | 11/2010 | 02/2017 |
| Fidelity Brokerage Services, Llc | American Fork | UT | 02/2017 | 07/2021 |
| E*Trade Securities Llc | Sandy | UT | 07/2021 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 07/2021 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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