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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
| UT | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 11/2023 | 07/2024 |
| Fibernet Corp | Orem | UT | 03/2022 | 05/2023 |
| Evans Bookkeeping | Herriman | UT | 07/2022 | 12/2023 |
| Ion Solar | Provo | UT | 01/2022 | 03/2022 |
| United Way Of Utah County | Provo | UT | 08/2021 | 01/2022 |
| Bear River Head Start | Logan | UT | 07/2020 | 08/2021 |
| Conservice | Logan | UT | 06/2017 | 07/2020 |
| Usu Extension | Logan | UT | 02/2019 | 05/2019 |
| Usu Extension | Logan | UT | 05/2018 | 06/2019 |
| Usu Sorenson Center For Clinical Excellence | Logan | UT | 09/2015 | 06/2019 |
| Utah State University | Logan | UT | 08/2011 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington | UT | 08/2024 | Present |
| Etrade From Morgan Stanley | Sandy | UT | 11/2023 | 08/2024 |
| Massachusetts Mutual Life Insurance Company | Lehi | UT | 02/2023 | 07/2023 |
| Bank Of America, N.A. | Farmington | UT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-30 |
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