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230 North 1680 East Bldg W-2, Saint George, UT 84790 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-06-28 |
Branch Locations
230 North 1680 East Bldg W-2, Saint George, UT 84790 • 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, Llc. | St. George | UT | 08/2012 | 11/2016 |
| Wells Fargo Bank, Na | St. George | UT | 02/2009 | 06/2020 |
| Wells Fargo Clearing Services, Llc | St. George | UT | 11/2016 | 06/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 06/2020 | 05/2021 |
| Goldenwest Fcu | St George | UT | 06/2020 | 05/2021 |
| Wmx Advisors, Llc Dba Wealth Management Experience | Saint George | UT | 05/2021 | Present |
Registered Utah State Insurance Agent: Variable Life & Variable Annuity. Investment-Related. 230 N 1680 E Bldg T2, Saint George UT 84790. 20 hours per month, 5 hours during trading. May recommend insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-27 |
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