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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 | 2026-07-27 |
| UT | RA | APPROVED | 2011-08-16 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
550 S 4Th St Floor 13, Minneapolis, MN 55406 • United States
Herriman, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; TAYLORSVILLE, UT; START DATE 1/26/2009; 2 HRS PER MONTH; 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-30 |
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