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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
| UT | RA | APPROVED | 2025-04-30 |
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 | 04/2024 | Present |
| Cafe Zupas | American Fork | UT | 01/2024 | 02/2024 |
| Olive Garden | Saratoga Springs | UT | 04/2021 | 01/2024 |
| Red Lobster | Orem | UT | 08/2016 | 05/2021 |
| Wiggy Wash | Springville | UT | 02/2017 | 02/2020 |
| Sundance Mountain Resort | Sundance | UT | 12/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
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