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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 | 2025-11-04 |
| UT | RA | APPROVED | 2025-07-08 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2021 | Present |
| Pro Team A | South Jordan | UT | 05/2020 | 08/2021 |
| Salt Lake City School District | Salt Lake City | UT | 12/2020 | 06/2021 |
| Little Caesar | Salt Lake City | UT | 04/2019 | 02/2020 |
| In School - Innovations High School | Salt Lake City | UT | 08/2017 | 06/2021 |
| Northwest Middle School | Salt Lake City | UT | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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