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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
| UT | RA | APPROVED | 2024-03-22 |
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 |
|---|---|---|---|---|
| Goldman Sachs & Co. | Draper | UT | 10/2017 | 09/2019 |
| The Story Cupboard | Salt Lake City | UT | 10/2011 | Present |
| Utah Valley University | Salt Lake City | UT | 09/2016 | 09/2017 |
| University Of Utah | Salt Lake City | UT | 07/2017 | 08/2018 |
| E*Trade Securities Llc | Sandy | UT | 09/2019 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 03/2023 | Present |
(1) 436005 - The Story Cupboard / Not Investment Related / Salt Lake City, UT / Retail, Employee / Start 01-August-2004 / 5 hours devoted per month / 0 during trading / I am currently an assistant manager. I assist with shipping and receiving, inventory management, and managing sales events at local elementary schools. (2) 508734 - Rental Property / Investment Related / Lehi, UT / Real Estate / Sole Proprietor, Owner / Start 18-July-2022 / During business hours: 0 / After business hours: 1 / Property Management, Renting my previous primary residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-11 |
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