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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-02 |
Branch Locations
1493 East Ridgeline Dr Suite 500, Ogden, UT 84405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2006 | 03/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2022 |
| Galileo Technology | Sandy | UT | 02/2022 | 02/2023 |
| Bank Of America N.A. | Clinton | UT | 09/2022 | 09/2023 |
| Edward Jones | St Louis | MO | 09/2023 | Present |
Clinton City Type of business: city recreation Clinton, UT Start date: 5/1/2024 Umpire Hours per week: 4 Hours during trading: 0 Officiate sporting event for adult and youth athletic contests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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