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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 | 2017-05-09 |
| UT | RA | APPROVED | 2008-07-29 |
Branch Locations
299 S Main St 7Th Fl, Salt Lake City, UT 84111 • United States
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • United States
Mountain Green, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Draper | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Draper | UT | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, PROVO, UT, 100% OWNERSHIP, START 6/21/2019, 2 HRS PER MONTH, 0 DURING TRADING.;| RENTAL PROPERTY, INV RELATED, PROVO, UT, 100% OWNERSHIP, START 6/21/2019, 2 HRS PER MONTH, 0 DURING TRADING.;| TRUSTEE FOR SPOUSE'S GRANDMOTHER'S TRUST, INV RELATED, MOUNTAIN GREEN, UT, START: 1/1/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING. DESTINY HOUSEBOAT LLC; INV RELATED; HOLLADAY,UT;8.33% OWNERSHIP; START DATE: 12/15/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
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