Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-22
  • TX RA
    APPROVED_RES
    Since 2026-01-22

Branch Locations

5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services Salt Lake City UT 05/2025 Present
Disys Mc Lean VA 05/2025 Present
Primary Children's Hospital Salt Lake City UT 06/2023 Present
University Of Utah - Office Of Comparative Medicine Salt Lake City UT 05/2021 05/2023
Student/Unemployed Salt Lake City UT 08/2020 05/2021
Adventure Awaits Charters St. Thomas 06/2020 08/2020
Bradbury Mountain Berry Farm Pownal ME 05/2018 06/2020
Unemployed Freeport ME 06/2015 05/2018
  • 05/2025 → Present
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 05/2025 → Present
    Disys
    Mc Lean, VA
  • 06/2023 → Present
    Primary Children's Hospital
    Salt Lake City, UT
  • 05/2021 → 05/2023
    University Of Utah - Office Of Comparative Medicine
    Salt Lake City, UT
  • 08/2020 → 05/2021
    Student/Unemployed
    Salt Lake City, UT
  • 06/2020 → 08/2020
    Adventure Awaits Charters
    St. Thomas
  • 05/2018 → 06/2020
    Bradbury Mountain Berry Farm
    Pownal, ME
  • 06/2015 → 05/2018
    Unemployed
    Freeport, ME
Other Businesses

the name of the other business: Primary Children's Hospital whether the business is investment-related: No the address of the other business: 100 N Mario Capecci Dr Salt Lake City, UT 84113 the nature of the other business: Healthcare Position: Clinical Laboratory Assistant title, or relationship with the other business: Employee the start date of your relationship: 06/05/2023 the approximate number of hours/month you devote to the other business: 32 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: I culture microbes from patient samples, maintain lab equipment, communicate with other healthcare professionals about matters of patient care.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-01
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor