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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Pruco Securities, Llc | South Jordon | UT | 12/2017 | 03/2018 |
| Engel & Völkers | Eden | UT | 03/2016 | 10/2018 |
| Utah Lodging | Eden | UT | 12/2015 | 06/2017 |
| The Prudential Insurance Company Of America | South Jordon | UT | 03/2018 | 07/2018 |
| Fidelity Brokerage Services Llc | Salt Lake | UT | 09/2018 | 09/2020 |
| E*Trade Securities Llc | Sandy | UT | 11/2020 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 11/2020 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-05 |
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