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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 | 2026-02-23 |
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 Clearing Services, Llc | West Point | UT | 11/2025 | Present |
| Wells Fargo Bank, Na | West Point | UT | 12/2022 | Present |
| Famous Footwear | Bountiful | UT | 06/2022 | 10/2023 |
| Blaze Pizza | Farmington | UT | 03/2022 | 06/2022 |
| Papa Murphy's Pizza | Eagle Mountain | UT | 09/2021 | 02/2022 |
| N/A | Kaysville | UT | 11/2015 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-28 |
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