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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| UT | RA | APPROVED | 2017-03-09 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Cedar Hills, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 02/2017 |
| Morgan Stanley | South Jordan | UT | 02/2016 | Present |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 10/2018 | 12/2020 |
| E*Trade Securities Llc | South Jordan | UT | 05/2021 | Present |
Joyous Resolution, LLC.; Collegiate Clothing Manufacturing; Sole Proprietor / Owner / Partner; July 2015; During Business hours 0, After business hours 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-01 |
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