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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 | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
299 S Main St 7Th Fl, Salt Lake City, UT 84111 • United States
1201 Pacific Ave, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 04/2026 | Present |
| Wells Fargo Bank, Na | Salt Lake City | UT | 09/2022 | Present |
| Wells Fargo Bank, Na | Salt Lake City | UT | 05/2018 | 09/2022 |
| Goldman Sachs | Salt Lake City | UT | 06/2015 | 05/2018 |
31-2 CLUB ; NOT INV RELATED;PARK CITY,UT; CLUB; BOARD MEMBER; START DATE: 07/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-08 |
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