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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 | 2020-11-03 |
| UT | RA | APPROVED | 2020-11-03 |
Branch Locations
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Lisle | IL | 10/2003 | 09/2019 |
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 11/2020 | Present |
| Unemployed | Lehi | UT | 10/2019 | 10/2020 |
GENESYS WEALTH MANAGEMENT, LLC; INV. RELATED; COTTONWOOD HEIGHTS,UT; 33.3% OWNERSHIP; START DATE 11/1/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. EQUITY GROWTH PARTNERS LTD I401K; INV. RELATED; LEHI, UT; TRUSTEE; FINET PRACTICE; START DATE: 12/15/2020; 2 HRS PER MONTH; 2 HRS DURING TRADING. EQUITY GROWTH PARTNERS LTD, LLC; INVESTMENT RELATED; LEHI,UT; 100% OWNERSHIP; START DATE 12/15/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 2; LLC FOR FINET PRACTICE.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-19 |
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