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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-06 |
| UT | RA | APPROVED | 2016-08-08 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
251 E 1000 N, Spanish Fork, UT 84660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Spanish Fork | UT | 04/2016 | 11/2016 |
| Wells Fargo Bank, Na | Spanish Fork | UT | 08/2014 | Present |
| Wells Fargo Clearing Services, Llc | Spanish Fork | UT | 11/2016 | Present |
MADERA PROPERTIES LLC; INV RELATED; SPANISH FORK, UT; RENTAL REAL ESTATE OWNERSHIP AND MANAGEMENT; 100% OWNER; START DATE 10/14/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; NO DUTIES | RENTAL PROPERTY; INV RELATED; SPANISH FORT, UT; 100% OWNER; START DATE 10/14/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING ; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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