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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 | 2025-08-13 |
| WA | RA | APPROVED | 2022-01-19 |
| UT | RA | APPROVED | 2022-01-13 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Gig Harbor | WA | 05/2010 | 01/2022 |
| J.P. Morgan Securities Llc | Richland | WA | 10/2012 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Walla Walla | WA | 01/2018 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 01/2022 | Present |
5 CANYONS LOGISTICS, INC; NOT INV RELATED; OREM, UT; 100% OWNERSHIP; 05/2025; 40 HOURS PER MONTH; NO HOURS DURING TRADING; FEDEX LONGHAUL TRUCKING| PEAK AND ARCH LOGISTICS; NOT INV RELATED; LEHI, UT; 100% OWNERSHIP; 07/2025; 40 HOURS PER MONTH; 0 DURING TRADING; LONG-HAUL CONTRACTOR FO FEDEX CORP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-17 |
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