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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 | 2013-07-11 |
| TX | RA | APPROVED | 2013-07-10 |
Branch Locations
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • United States
2319 South Foothill Blvd Ste 265 [Satellite], Salt Lake City, UT 84109 • United States
162 N 400 E Building C Suite 100 [Satellite], St. George , UT 84770 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Cottonwood Heights | UT | 07/2013 | Present |
ACCURA WEALTH ADVISORS LLC, INV RELATED, COTTONWOOD HEIGHTS, UT, 100% OWNERSHIP, START 7/8/2013, 200 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. RNJ HOLDINGS INC., INV RELATED, DRAPER, UT, 100% OWNERSHIP, START 7/8/2013, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. FAMILY WEALTH MANAGEMENT, LLC; INV RELATED; COTTONWOOD HEIGHTS, UT; FINET PRACTICE; 100% OWNERSHIP, START 10/27/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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