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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 | 2019-03-13 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103 • UNITED STATES
5201 W Amelia Earhart Drive, Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2005 | 03/2017 |
| E*Trade Securities Llc | Sandy | UT | 03/2017 | 11/2018 |
| E*Trade Capital Management Llc | Sandy | UT | 03/2017 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 03/2019 | Present |
| Wells Fargo Bank | Salt Lake City | UT | 03/2019 | Present |
| Unemployed | South Jordan | UT | 12/2018 | 02/2019 |
GRANITE LEGACY HOA, NOT INVT RELATED, SANDY, UT, BOARD MEMBER, START DATE 4/29/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW HOA RULES, YARD MAINTENANCE, CONTRACT CHANGES AND ACTING UPON INFRACTIONS.| GRANITE LEGACY HOA, INVT RELATED, SOUTH JORDAN, UT, TREASURER, START DATE 12/29/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING FINANCIALS AND DISCUSSING VARIOUS ITEMS TO CONSIDER THE BEST INTEREST OF THE HOA OWNERS.| HOME DEPOT SEEDS PROGRAM; NOT INV RELATED; GA; SEEDS PRODUCT REVIEWER; START DATE 06/13/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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