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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_RES | 2025-11-05 |
| UT | RA | APPROVED | 2025-10-27 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 11/2020 | 07/2023 |
| Chg Healthcare | Midvale | UT | 04/2019 | 11/2020 |
| Comcast | Draper | UT | 06/2018 | 04/2019 |
| 24 Hour Rooter Connectionz | Sandy | UT | 02/2018 | 06/2018 |
| Comcast | Sandy | UT | 02/2017 | 02/2018 |
| Vivint Inc | Provo | UT | 04/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Highland | UT | 07/2023 | 12/2024 |
| Amazon | Salt Lake | UT | 07/2020 | 01/2021 |
| Progressive Finance | Draper | UT | 10/2019 | 12/2019 |
| Bank Of America N.A. | Highland | UT | 09/2023 | 12/2024 |
| Morgan Stanley | Sandy | UT | 12/2024 | 04/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 09/2025 | Present |
| Unemployed | Salt Lake City | UT | 04/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
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