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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 | 2019-08-28 |
| TX | RA | APPROVED | 2018-01-05 |
| CA | RA | APPROVED | 2017-10-24 |
Branch Locations
4920 S State St, Murray, UT 84107 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
2116 S Highland Dr Ste 11, Salt Lake City, UT 84106 • United States
7169 S Bingham Junction, Midvale, UT 84047 • United States
10010 S State St 2Nd Fl, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 05/2012 | 11/2016 |
| Wells Fargo Bank Na | Salt Lake City | UT | 03/2008 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SALT LAKE CITY, UT, 50% OWNERSHIP, START 3/1/2014, ZERO HOURS PER MONTH, ZERO DURING TRADING, PASSIVE OWNERSHIP IN RENTAL PROPERTY. NAS, LLC; INVESTMENT RELATED; SALT LAKE CITY,UT; 100% OWNERSHIP; START DATE 09/23/2019; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; OWNER. SALT LAKE COMMUNITY COLLEGE, NOT INV RELATED, TAYLORVILLE, UT, PROFESSOR, START 12/2/24, 4 HRS PER MONTH, 0HRS DURING TRADING, FINANCIAL LITERACY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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