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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| UT | RA | APPROVED | 2024-08-05 |
Branch Locations
Sarasota Springs, UT • United States
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 01/2023 | Present |
| Cherry Creek Mortgage | Greenwood Village | CO | 03/2007 | 10/2022 |
| Unemployed | Saratoga Springs | UT | 10/2022 | 01/2023 |
MINDPOSE YOGA; NOT INV RELATED; LEHI, UT; YOGA INSTRUCTOR; 05/2025; 8 HOURS PER MONTH; 0 DURING TRADING; YOGA INSTRUCTION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
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