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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 | 2026-08-18 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
592 N Mall Dr, Saint George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. Dba Edelman Financial Engines | St. George | UT | 11/2016 | 01/2019 |
| Financial Engines Advisor Center, Llc Dba Tmfs Advisors, Llc | St. George | UT | 12/2013 | 11/2016 |
| Retirement Planners Of America | St. George | UT | 03/2020 | 02/2023 |
| Red Rock Real Estate | Saint George | UT | 06/2016 | 01/2026 |
| Financial Engines | Sunnyvale | CA | 09/2015 | 01/2019 |
| Prestige Wealthwide, Llc | Salt Lake City | UT | 02/2023 | 01/2026 |
| Prestige Wealthwide, Llc | Salt Lake City | UT | 05/2023 | 01/2026 |
| Retirement Planners Of America | Plano | TX | 01/2026 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Saint George | UT | 07/2026 | Present |
| Wells Fargo Bank, Na | Saint George | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-31 |
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