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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 | 2025-09-24 |
Branch Locations
1435 N Hill Field Rd, Layton, UT 84041 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
1875 W 5300 S, Roy, UT 84067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Layton | UT | 06/2025 | Present |
| Wells Fargo Bank, Na | Layton | UT | 03/2022 | Present |
| Unemployed | Kaysville | UT | 01/2022 | 02/2022 |
| Smiths Food And Drug | Kaysville | UT | 07/2021 | 12/2021 |
| Unemployed | Kaysville | UT | 06/2021 | 06/2021 |
| Wells Fargo | Roy | UT | 01/2020 | 05/2021 |
| Unemployed | Layton | UT | 12/2019 | 12/2019 |
| Bed Bath & Beyond | Layton | UT | 07/2019 | 11/2019 |
| Harmons | Farmington | UT | 02/2019 | 06/2019 |
| Unemployed | Kaysville | UT | 09/2018 | 01/2019 |
| First Mile | Salt Lake City | UT | 06/2018 | 08/2018 |
| Fresh Market | Kaysville | UT | 11/2016 | 05/2018 |
| Unemployed | Kaysville | UT | 09/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
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