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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 | 2019-12-09 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
7916 Byu, Provo, UT 84602 • United States
797 S Main St, Cedar City, UT 84720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Provo | UT | 03/2016 | Present |
| Wells Fargo Clearing Services, Llc | Provo | UT | 04/2019 | Present |
| Ridley's Family Market | Orem | UT | 08/2015 | 10/2017 |
CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS, NOT INV RELATED, CEDAR CITY, UT, WARD CLERK, START 8/21/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, MAINTAING BUDGET SHEET, RECORDING DONATIONS AND EXPENSES. TURTLEMAN COACHING, LLC, NOT INVT RELATED, CEDAR CITY, UT, 100% OWNERSHIP, START DATE 1/16/2023, 20 HRS PER MONTH, 0 HRS DURING TRADING, LIFE COACHING ON LIFE IMPROVEMENTS, GOAL SETTING, TIME MANAGEMENT. TURTLEMAN ENTERPRISES LLC; NOT INV. RELATED; CEDAR CITY, UT; OWNER; START DATE 12/31/2024; 1 HR PER MONTH; 0 HOURS DURING TRADING; DUTIES: OWN AND MANAGE THE COMPANY. GIGAPRINTS LLC; NOT INV. RELATED; CEDAR CITY, UT; CO-OWNER; 3D PRINTING SERVICES; START DATE 12/2024; 15 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: OWN AND MANAGE THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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