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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
| UT | RA | APPROVED | 2025-10-23 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Salt Lake City | UT | 05/2016 | 11/2016 |
| Wells Fargo Bank | Salt Lake City | UT | 05/2016 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 03/2022 |
| The Caprock Group, Llc | Park City | UT | 03/2022 | 07/2025 |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 10/2025 | Present |
| Unemployed | Salt Lake City | UT | 08/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-01 |
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
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