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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 | 2026-02-06 |
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 |
|---|---|---|---|---|
| Fountain Head Country Club | Hagerstown | MD | 09/2020 | 12/2023 |
| Full-Time Education | Logan | UT | 01/2024 | 05/2025 |
| Wealth Strategies | Murray | UT | 05/2025 | 06/2025 |
| Greencastle Antrim Middle School | Greencastle | PA | 01/2015 | 06/2017 |
| Greencastle Antrim High School | Greencastle | PA | 08/2017 | 06/2021 |
| Pennsylvania State University Mont Alto | Mont Alto | PA | 08/2021 | 12/2023 |
| Utah State University | Logan | UT | 01/2024 | 06/2025 |
| Guardian Life Insurance Company | Murray | UT | 06/2025 | 07/2025 |
| Park Avenue Securities | Murray | UT | 06/2025 | 07/2025 |
| Guardian Life Insurance Company | North Salt Lake | UT | 06/2025 | 07/2025 |
| Park Avenue Securities | North Salt Lake | UT | 06/2025 | 07/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2026 | Present |
| Utah State University | Logan | UT | 08/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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