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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 | 2023-05-30 |
| GA | RA | APPROVED | 2023-02-13 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 06/2022 | Present |
| Ubs Financial Services | Atlanta | GA | 05/2019 | 08/2019 |
| Brigham Young University | Provo | UT | 01/2020 | 05/2022 |
| Diamond Wealth Management | Alpine | UT | 05/2021 | 08/2021 |
| Brigham Young University | Provo | UT | 09/2018 | 04/2022 |
| Fulton County Schools | Alpharetta | GA | 08/2012 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-26 |
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