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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 | 2026-04-17 |
Branch Locations
1255 E Brickyard Rd, Salt Lake City, UT 84106 • United States
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 | Salt Lake City | UT | 09/2022 | Present |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2025 | Present |
| Kenwood Properties | Salt Lake City | UT | 10/2020 | 09/2022 |
| Tagge's Produce | Salt Lake City | UT | 07/2020 | 10/2020 |
| Stevens Sales Company | Salt Lake City | UT | 01/2018 | 07/2020 |
| Premier Valet At The Hyatt Escala/Guest Services - Hyatt Centric | Park City | UT | 04/2015 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
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