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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| UT | RA | APPROVED | 2025-10-21 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Lehi | UT | 10/2021 | 06/2025 |
| J.P. Morgan Securities Llc | Lehi | UT | 02/2023 | 06/2025 |
| Alta Bank | Highland | UT | 02/2021 | 09/2021 |
| Clarks | Lehi | UT | 06/2019 | 01/2021 |
| Banana Republic | Lehi | UT | 11/2018 | 06/2019 |
| Papa Murphy's Pizza | Highland | UT | 02/2018 | 11/2018 |
| Unemployed | Highland | UT | 02/2013 | 02/2018 |
| Unemployed | Highland | UT | 01/2021 | 02/2021 |
| Unemployed | Highland | UT | 09/2021 | 10/2021 |
| Morgan Stanley | South Jordan | UT | 06/2025 | Present |
*OBI- SUMMIT & SALT, LLC; Investment related-Yes; Highland, Utah; AI Lead Gneration Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 40; Administrative:Accounting/Bookkeeping:Business Development/Growth:Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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