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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 | 2016-06-22 |
Branch Locations
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 Advisors, Llc | Salt Lake City | UT | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | Present |
HAIR BY ELISE LLC; NOT INV. RELATED; SANDY, UT; SPOUSE'S BUSINESS; SIGNER; START 6/2/2017; 0 HRS PER MONTH; SIGNER ON BANK ACCOUNT. HUCKLEBERRY VENTURES LLC, INV RELATED, SANDY, UT, 100% OWNERSHIP WITH SPOUSE, START 9/2/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FLIPPING PROPERTIES. | RENTAL PROPERTY; INVESTMENT RELATED; LA VERKIN, UT; 25% OWNERSHIP; 01/28/2025; 10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; SHORT TERM RENTALS | GROVES GETAWAY, LLC; INVESTMENT RELATED; MIDVALE, UT; 25% OWNER; 12/17/2024; 10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-02 |
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