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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-16 |
Branch Locations
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • 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 |
|---|---|---|---|---|
| Lincoln Financial | Holladay | UT | 05/2009 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Holladay | UT | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
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