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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 | 2026-08-27 |
Branch Locations
299 S Main St 1St Fl Bank, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Draper | UT | 03/2014 | 05/2022 |
| Wells Fargo Advisors, Llc | Draper | UT | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Draper | UT | 11/2016 | 05/2022 |
| Fidelity Investments | Salt Lake City | UT | 06/2022 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Homemaker | North Salt Lake | UT | 05/2025 | 01/2026 |
| Choules Financial | Clearfield | UT | 01/2026 | 03/2026 |
| Triad Wealth Partners, Llc | Lawrence | KS | 03/2026 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-17 |
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