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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Saint George | UT | 03/2021 | 04/2023 |
| Wells Fargo Na | Saint George | UT | 10/2016 | 03/2023 |
| Allconnect | Saint George | UT | 07/2016 | 09/2016 |
| Jp Morgan Chase Bank N.A. | Washington | UT | 04/2023 | 07/2024 |
| Jp Morgan Securities Llc | Washington | UT | 04/2023 | 07/2024 |
| Lpl Financial Llc | St. George | UT | 07/2024 | 09/2025 |
| Chartway Federal Cu | St. George | UT | 07/2024 | 09/2025 |
| U.S. Bancorp Investments, Inc. | Saint George | UT | 09/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Saint George | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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