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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 | 2025-10-20 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | West Valley City | UT | 07/2023 | Present |
| Wells Fargo Clearing Services, Llc | West Valley City | UT | 07/2025 | Present |
| Mountain America Fcu | Sandy | UT | 05/2020 | 06/2023 |
| Walmart | Logan | UT | 07/2018 | 05/2020 |
| Farm Bureau Financial Services | Logan | UT | 04/2018 | 07/2018 |
| Zerorez | Logan | UT | 08/2017 | 04/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Orlando | FL | 07/2015 | 07/2017 |
| Utah State University | Logan | UT | 08/2017 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-15 |
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