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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| UT | RA | APPROVED | 2025-09-22 |
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 |
|---|---|---|---|---|
| Northwestern Mutual | Provo | UT | 04/2024 | 11/2024 |
| Driven Investments | Lehi | UT | 11/2024 | 03/2025 |
| Blue Raven Solar | Orem | UT | 04/2019 | 07/2021 |
| Blue Raven Solar | Orem | UT | 07/2021 | 04/2024 |
| Diamond Fence Co | San Jose | CA | 02/2012 | Present |
| Morgan Stanley | Sandy | UT | 07/2025 | Present |
*652439 - Diamond Fence co; Investment related-No; San Jose, California; Construction/Engineering ; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2012; During business hours: 0; After business hours: 10 ;Outside Sales Support I help verify that estimates are correct PRN; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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