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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 | 2026-03-06 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2025 | Present |
| Disys | Mc Lean | VA | 07/2025 | Present |
| Pepper Pike Club | Pepper Pike | OH | 06/2017 | 06/2025 |
| Swift Filters | Bedford | OH | 10/2019 | 01/2020 |
| University Of Utah | Salt Lake City | OH | 08/2020 | 12/2024 |
| Unemployed | Pepper Pike | OH | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
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