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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 | 2014-08-07 |
| UT | RA | APPROVED | 2008-01-01 |
Branch Locations
299 S Main St 7Th Fl, 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 | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SALT LAKE CITY, UT; 100% OWNERSHIP; START DATE 12/2012; <1 HOUR PER MONTH; 0 DURING TRADING. CO-TRUSTEE FOR TWO NIECES; INV RELATED; SALT LAKE CITY, UT; START: 6/13/16; 1 HR/MO; 0 DURING TRADING. CO-TRUSTEE FOR NEPHEW; INV RELATED; SALT LAKE CITY, UT; START: 6/13/16; 1 HR/MO; 0 DURING TRADING. CO-TRUSTEE FOR NIECE; INV REALTED; SALT LAKE CITY, UT; START: 9/12/16; 1 HR/MO; 0 DURING TRADING. CO-TRUSTEE OF LEGACY TRUST; INV RELATED; SALT LAKE CITY, UT; START: 9/12/16; 1 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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