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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 | 2026-03-06 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Salt Lake City | UT | 10/2015 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Holladay | UT | 03/2026 | Present |
1) Big Willow LLC / utah 84092 / Company/ Real Estate / own rental property / Other / owner / manage rental property / Start Date 8/1/15 /// 2) Utopia Houseboat LLC / Company / ownership and management of group owned houseboat / Other / Manager of LLC / oversight of houseboat management and maintenance RENTAL PROPERTY - 1170 ; INV RELATED;SLC,UT; RENTAL INCOME;100% OWNERSHIP; START DATE: 03/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
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