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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-13 |
| UT | RA | APPROVED | 2023-10-13 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Murray | UT | 11/2017 | 12/2021 |
| Titan Mobile | Magna | UT | 10/2017 | 12/2017 |
| Newstar Communications | Provo | UT | 05/2017 | 08/2017 |
| University Of Utah | Salt Lake City | UT | 08/2015 | 05/2017 |
| Park Avenue Securities | Murray | UT | 06/2018 | 12/2021 |
| Unemployed | Salt Lake City | UT | 09/2017 | 10/2017 |
| Cetera Advisor Networks | El Segundo | VI | 12/2021 | 07/2023 |
| Cwm,Llc | Midvale | UT | 12/2021 | 07/2023 |
| Signal Wealth | Midvale | UT | 12/2021 | 07/2023 |
| Cwm, Llc | Omaha | NE | 12/2021 | 07/2023 |
| Magic Castle Cleaning Llc | Midvale | UT | 10/2022 | Present |
| Morgan Stanley | Sandy | UT | 10/2023 | Present |
*571248- General Insurance Activities - Brokered iwth Vanbridge Insurance Solutions Corp.; Investment related: No; Oak Brook, Illinois; Insurance; 1099 Representative (proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 0; After business hours: 1; Sales/Marketing *571416 - Magic Castle Cleaning LLC; Investment related Yes; Midvale, Utah; Referral Agency; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 20; Referrals, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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