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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 | 2026-07-07 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
299 S Main St, Salt Lake City, UT 84111 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-03-03 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
299 S Main St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 08/2016 | 12/2019 |
| Elevated Capital Advisors, Llc | Sandy | UT | 01/2020 | 03/2020 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 02/2021 | Present |
| Ettain Group | Charlotte | NC | 03/2020 | 02/2021 |
| Wells Fargo Advisors Financial Network | Salt Lake City | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-10 |
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