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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 | 2024-01-09 |
| UT | RA | APPROVED | 2023-05-10 |
Branch Locations
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Oregon | Eugene | OR | 09/2014 | 06/2018 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 11/2018 | 04/2023 |
| Thomson Reuters (Employed By Talent Net Inc.) | Minneapolis | MN | 05/2018 | 08/2018 |
| Gold Arrow Camp | Lakeshore | CA | 06/2017 | 08/2017 |
| Daz 3D | Salt Lake City | UT | 08/2016 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Holladay | UT | 04/2023 | Present |
RENTAL PROPERTY, INVT RELATED, SALT LAKE CITY, UT, 50% OWNERSHIP, START DATE 11/1/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING. PARTIAL OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
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