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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 | 2026-03-06 |
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 |
|---|---|---|---|---|
| Garden State Securities | Wellington | FL | 05/2020 | 05/2020 |
| Caddie Master Services | Ponte Vedra Beach | FL | 08/2019 | 05/2020 |
| Michigan State University | East Lansing | MI | 01/2016 | 07/2019 |
| Franklin Hills Country Club | Farmington Hills | MI | 04/2013 | 08/2019 |
| T3 Trading Group | New York | NY | 11/2018 | 03/2019 |
| Corvinus University | Budapest | 01/2018 | 05/2018 | |
| American Cancer Society | Lansing | MI | 12/2018 | 03/2019 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2025 | Present |
| Dysis | Mc Lean | VA | 08/2025 | Present |
| Guardian Insurance | Fort Myres | FL | 06/2020 | 08/2020 |
| Gohealth | Boca Raton | FL | 08/2020 | 07/2021 |
| Novick Consulting, Llc | Lake Worth Beach | FL | 07/2021 | 05/2022 |
| Corporate Debt Advisors | Boynton Beach | FL | 05/2022 | 12/2024 |
| Solving Services | Orem | UT | 01/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
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