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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 | 2023-03-15 |
| UT | RA | APPROVED | 2022-07-07 |
Branch Locations
6985 S. Union Park Center, Suite 205 [Satellite], Cottonwood Heights , UT 84047 • United States
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • 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 | Salt Lake City | UT | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 07/2022 |
| Wells Fargo Advisors Financial Network, Llc | Cottonwood Heights | UT | 07/2022 | Present |
LONGHORN UT PARTNERS LLC, INV RELATED, WOODLAND HILLS, UT, 25% OWNERSHIP, START 6/8/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. 10 ON DECK HOLDINGS LLC, INV RELATED, SANDY, UT, 100% OWNERSHIP, START 5/13/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-12 |
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