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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_RES | 2026-01-22 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 05/2025 | Present |
| Disys | Mc Lean | VA | 05/2025 | Present |
| Salt Lake Community College | Salt Lake City | UT | 03/2016 | 03/2017 |
| Terminix | Salt Lake City | UT | 03/2017 | 03/2018 |
| Salt Lake County | Salt Lake City | UT | 03/2018 | 03/2019 |
| Salt Lake Public Utilities | Salt Lake City | UT | 03/2019 | 03/2022 |
| Upma | Salt Lake City | UT | 03/2022 | 01/2024 |
| Salt Lake County | Salt Lake City | UT | 09/2024 | 11/2024 |
| United States Air Force | Salt Lake City | UT | 09/2020 | Present |
United States Air Force not investment-related 765 N 2200 W, Salt Lake City, UT 84116, aircraft maintenance E&E Specialist 09/2020 approx 16 hours a month on the weekends 0 hours during securities trading hours aircraft maintenance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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