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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-12 |
Branch Locations
5959 S Redwood Road Suite 303, Salt Lake City, UT 84070 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sandy | UT | 11/2019 | 04/2021 |
| Wells Fargo Bank, Na | Sandy | UT | 07/2017 | 04/2021 |
| Murray Heights Apartments | Murray | UT | 10/2017 | 07/2018 |
| Salt Lake Community College | Taylorsville | UT | 08/2012 | 08/2018 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 12/2019 |
| Fidelity Investments | American Fork | UT | 04/2021 | 01/2023 |
| Butler Financial Advisors Llc | Taylorsville | UT | 01/2023 | Present |
| Dfpg Investments, Llc | Sandy | UT | 02/2023 | Present |
1) DSPD; non-investment related; 624 W. Krista Court, Murray, UT 84123; health and human services; Respite caretaker; 11/24/2022; 0% during business and trading hours; Caring for disabled individual.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
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