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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 | 2023-01-24 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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 |
|---|---|---|---|---|
| Clearlink | Orem | UT | 03/2014 | 06/2017 |
| Vivint Smart Home | Provo | UT | 06/2017 | 10/2018 |
| Discover | Salt Lake | UT | 10/2018 | 03/2019 |
| Fidelity Brokerage Services, Llc | American Fork | UT | 03/2019 | 04/2021 |
| Sofi Securities, Llc | San Francisco | CA | 04/2021 | 03/2022 |
| Sofi Wealth, Llc | San Francisco | CA | 04/2021 | 03/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 11/2022 | Present |
| Unemployed | Sandy | UT | 03/2022 | 07/2022 |
| Radstad | Salt Lake City | UT | 07/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
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