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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_RES | 2020-11-02 |
| UT | RA | APPROVED | 2011-01-03 |
Branch Locations
381 E Broadway 1St Floor, Salt Lake City, UT 84111 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Heber | UT | 01/2001 | Present |
| Wells Fargo Advisors Llc | Heber City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Heber City | UT | 11/2016 | Present |
UTAH RECREATION, NOT INVT RELATED, STRAWBERRY, UT, CAMP HOST, START DATE 5/14/2022, 40 HRS PER MONTH, 0 HRS DURING TRADING, CHECK GUESTS IN AND OUT FOR CAMPING. FARM LAND RENTAL PROPERTY, INVT RELATED, ZAP, ND, 70% OWNERSHIP, START DATE 7/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, HEBER, UT, 100% OWNERSHIP, START: 2/1/24, 2 HRS PER MONTH, 0 HRS DURING TRADING, RENTING HOME BASEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-05 |
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