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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| UT | RA | APPROVED | 2026-02-13 |
Branch Locations
2590 Washington Blvd, Ogden, UT 84401 • United States
175 E 442 N, Logan, UT 84321 • United States
849 W Hill Field Rd, Layton, UT 84041 • United States
4810 S 1900 W, Roy, UT 84067 • United States
278 S 500 W, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2007 | 05/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| U.S. Bancorp Investments, Inc. | Ogden | UT | 05/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Roy | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-16 |
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