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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-29 |
| UT | RA | APPROVED | 2024-11-25 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 12/2023 | Present |
| Golden Trout Wilderness Packtrains | Springville | CA | 07/2023 | 08/2023 |
| Forbright Bank | Chevy Chase | MD | 06/2022 | 08/2022 |
| Philmont Scout Ranch | Cimarron | NM | 05/2021 | 08/2021 |
| Pond Doctor | Bozeman | MT | 06/2020 | 07/2020 |
| Kernodle Pressure Washing | Burlington | NC | 05/2018 | 05/2020 |
| Old Forest Raquet Club | Burlington | NC | 06/2017 | 08/2017 |
| Walter M. Williams Highschool | Burlington | NC | 08/2015 | 06/2019 |
| Nc State University | Raleigh | NC | 08/2019 | 12/2022 |
| Strathmore Capital Advisors | Burlington | NC | 05/2020 | 06/2020 |
| Unemployed | Burlington | NC | 01/2023 | 07/2023 |
| Unemployed | Burlington | NC | 08/2023 | 12/2023 |
*664268 - Utah National Guard; Investment related: No; Draper, Utah; Government; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 16; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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