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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 | 2026-06-25 |
| UT | RA | APPROVED | 2011-01-03 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • 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 Advisors, Llc | Sandy | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sandy | UT | 11/2016 | Present |
COMMERCIAL RENTAL PROPERTY, INV RELATED, SANDY, UT, 100% OWNERSHIP, START 3/30/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.; J & M TURNER PROPERTIES LLC, INV RELATED, BOUNTIFUL, UT, 100% OWNERSHIP WITH SPOUSE, START 2/23/2018, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.; CO-TRUSTEE FOR PARENT'S TRUST, INV RELATED, ST. GEORGE, UT, START: 4/2/2024, 2 HOURS PER MONTH, 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-23 |
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