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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 | 2025-08-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 08/2012 | 06/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2020 |
| Hallows And Company | Ephraim | UT | 06/2020 | 03/2021 |
| Royal Alliance | South Jordan | UT | 07/2020 | 03/2021 |
| Disys | St.LOuis | MO | 03/2021 | 11/2023 |
| Wells Fargo Clearing Services, Llc | St.LOuis | MO | 03/2021 | 11/2023 |
| Disys | Salt Lake City | UT | 11/2024 | Present |
| Wells Fargo Clearing Services | Salt Lake City | UT | 11/2024 | Present |
| Unemployed | Salt Lake City | UT | 11/2023 | 05/2024 |
| Vivint | Lindon | UT | 05/2024 | 10/2024 |
| Unemployed | Salt Lake City | UT | 11/2020 | 03/2021 |
| Apiary Fund | Lindon | UT | 10/2024 | 10/2024 |
| Wells Fargo Solutions | Salt Lake City | UT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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