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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Heber City | UT | 10/2006 | 07/2024 |
| Wells Fargo Advisors Llc | Heber City | UT | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Heber City | UT | 11/2016 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 08/2024 | 06/2025 |
| Bank Of America, N.A. | Provo | UT | 09/2024 | 06/2025 |
| U.S. Bancorp Investments, Inc. | Orem | UT | 07/2025 | 02/2026 |
| U.S. Bank | Orem | UT | 07/2025 | Present |
| U.S. Bancorp Advisors, Llc | Orem | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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