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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 | 2026-01-22 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2021 | 09/2023 |
| Utah State Developmental Center | American Fork | UT | 04/2016 | 01/2021 |
| World Financial Group | Orem | UT | 06/2019 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Sandy | UT | 01/2023 | 04/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-02 |
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