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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-12 |
| AZ | RA | APPROVED | 2023-07-05 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 04/2023 | Present |
| Ahwatukee Golf Properties | Maricopa | AZ | 03/2023 | 04/2023 |
| Unemployed | Salem | UT | 12/2022 | 03/2023 |
| Utah State University | Logan | UT | 09/2021 | 12/2022 |
| Cache Valley Bank | Logan | UT | 05/2022 | 08/2022 |
| Summit Nutritional Laboratories | Spanish Fork | UT | 09/2020 | 08/2021 |
| Doterra International | Pleasant Grove | UT | 04/2020 | 08/2020 |
| Cranney Farms | Oakley | ID | 09/2019 | 11/2019 |
| Church Of Jesus Christ Of Latter Day Saints | San Diego | CA | 09/2017 | 09/2019 |
| Unemployed | Salem | UT | 07/2015 | 09/2017 |
| Unemployed | Logan | UT | 01/2020 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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