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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Springfield | MO | 08/2019 | Present |
| Merrill Lynch | Springfield | MO | 12/2018 | 08/2019 |
| Morgan Stanley | South Jordan | UT | 02/2014 | 12/2016 |
| Morgan Stanley | South Jordan | UT | 01/2017 | 03/2018 |
| Morgan Stanley | Springfield | MO | 03/2018 | 06/2018 |
| Hiland Dairy | Springfield | MO | 06/2018 | 09/2018 |
| Loren Cook | Springfield | MO | 09/2018 | 12/2018 |
LOWE'S; NOT INV. RELATED; REPUBLIC, MO; CUSTOMER SERVICE ASSOCIATE; HOME IMPROVEMENT; START DATE 12/9/2024; 100 HOURS PER MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-29 |
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