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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 | 2022-11-23 |
| UT | RA | APPROVED | 2022-11-16 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 09/2021 |
| Morgan Stanley | South Jordan | UT | 09/2021 | 06/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 09/2022 | Present |
*458226 - GymLyons LLC DBA GymKynd; Investment related - Yes; South Jordan, Utah; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2021; During business hours: 0; After business hours: 20; all duties BUSINESS STRATEGY, PARTIAL OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-05 |
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