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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
86 N University Ave 1St & 2Nd Fls, Provo, UT 84601 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 06/2015 | 04/2017 |
| Oneaz Credit Union | Phoenix | AZ | 04/2017 | 03/2018 |
| Lpl Financial, Llc | Phoenix | AZ | 04/2017 | 03/2018 |
| Raymond James Financial Services, Inc | Tucson | AZ | 03/2018 | 05/2019 |
| Raymond James Financial Services Advisors, Inc | Tucson | AZ | 03/2018 | 05/2019 |
| Individual Person - Lyndee Lee | Marana | AZ | 03/2019 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Oro Valley | AZ | 09/2020 | 10/2024 |
| Wells Fargo Bank, Na | Oro Valley | AZ | 03/2020 | 10/2024 |
| Kate Spade New York | Marana | AZ | 06/2019 | Present |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 01/2025 | Present |
POWER OF ATTORNEY FOR HUSBAND; INV RELATED; MAPLETON, UT; POA; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA TO ASSIST IN MANAGEMENT OF FINANCES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-14 |
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