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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-01 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2018 | 03/2018 |
| Center For Excellence In Higher Education | Murray | UT | 06/2013 | 07/2017 |
| Unemployed | Draper | UT | 07/2017 | 01/2018 |
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 02/2019 |
| E*Trade Securities Llc | Sandy | UT | 02/2019 | 05/2019 |
| E*Trade Securities Llc | Sandy | UT | 05/2019 | 08/2019 |
| E*Trade Securities Llc | Sandy | UT | 08/2019 | 10/2020 |
| E*Trade Securities Llc | Sandy | UT | 10/2020 | 09/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 09/2023 |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-26 |
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