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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-23 |
Branch Locations
222 South Main Street Suite 1840, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebay Inc. | Draper | UT | 11/2010 | 11/2017 |
| Morgan Stanley | South Jordan | UT | 11/2017 | 11/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 01/2021 |
| Morgan Stanley | South Jordan | UT | 10/2022 | 04/2023 |
| Unemployed | Murray | UT | 01/2021 | 10/2022 |
| Unemployed | Murray | UT | 04/2023 | 11/2023 |
| Baird | Salt Lake City | UT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-25 |
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