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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| UT | RA | APPROVED | 2026-04-07 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 12/2023 | Present |
| Global Life Family Heritage | Tooele | UT | 10/2023 | 12/2023 |
| Equinox | New York | NY | 07/2023 | 09/2023 |
| Hype Managed Amenities | New York | NY | 10/2022 | 07/2023 |
| The Penn Club Of New York | New York | NY | 09/2020 | 10/2022 |
| The Penn Club Of New York | New York | NY | 07/2019 | 03/2020 |
| Laguardia Community College | Queens | NY | 03/2019 | 02/2020 |
| Laguardia Community College | Queens | NY | 09/2018 | 02/2019 |
| Unemployed/Laid Off | Queens | NY | 03/2020 | 08/2020 |
| Unemployed | Queens | NY | 01/2018 | 08/2018 |
| Unemployed | Almaty | 02/2014 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-24 |
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