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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-22 |
Branch Locations
4711 S Highland Dr, Salt Lake City, UT 84117 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beans And Brews | South Jordan | UT | 08/2014 | 01/2017 |
| Solera Holdings | South Jordan | UT | 02/2017 | 03/2019 |
| Fidelity Investments | American Fork | UT | 03/2019 | 11/2021 |
| Morgan Stanley | South Jordan | UT | 08/2022 | 06/2023 |
| Presidio Real; Estate | South Jordan | UT | 07/2021 | 08/2022 |
| Wells Fargo Advisors | Salt Lake City | UT | 07/2022 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Murray | UT | 09/2024 | Present |
| Wells Fargo Bank, Na | Murray | UT | 09/2024 | Present |
| Keybank | Salt Lake City | UT | 06/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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