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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 | 2024-04-03 |
| TX | RA | APPROVED | 2024-04-02 |
Branch Locations
2389 Washington Blvd, Ogden, UT 84401 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
279 N 2000 W, West Point, UT 84015 • United States
246 12Th St, Ogden, UT 84404 • 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 Securities Llc | Bountiful | UT | 05/2014 | 03/2024 |
| Michael Haney | Syracuse | UT | 08/2009 | Present |
| Djm Services, Llc | Lindon | UT | 01/2018 | Present |
| Dj Data Services | Lehi | UT | 01/2012 | Present |
| Intermountain Geothermal Services, Llc. | Syracuse | UT | 01/2011 | Present |
| High School Football Referee | Syracuse | UT | 08/2014 | Present |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 03/2024 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: DJ DATA SERVICES POSITION: BOOKKEEPER START DATE: 1/1/2012 ADDRESS: 1163 Lehi, UT DETAILS: RENT AND SALE DOWN WHOLE TOOLS AND EQUIPMENT. WIFE IS 1/3 OWNER. HOURS DEDICATED (per month unless otherwise indicated): 0-1 HR A MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: DJM SERVICES, LLC. POSITION: BOOKKEEPER START DATE: 1/9/2018 ADDRESS: 947 Lindon, UT DETAILS: SELLS OIL ANALYSIS AND TESTING FOR DIESEL EQUIPMENT. HOURS DEDICATED (per month unless otherwise indicated): 1-2 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: INTERMOUNTAIN GEOTHERMAL SERVICES, LLC. POSITION: BOOKKEEPER START DATE: 1/3/2011 ADDRESS: 2434 Syracuse, UT DETAILS: SERVICE WELLS AND OTHER EQUIPMENT AT GEOTHERMAL POWER PLANT. WIFE IS A 50% OWNER. HOURS DEDICATED (per month unless otherwise indicated): 0-1 HR A MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO RENTAL PROPERTY, INV RELATED, KILLEEN, TX, 100% OWNERSHIP, START 12/20/22, 0 HRS PER MONTH & TRADING, LANDLORD; RENTAL PROPERTY, INV RELATED, SYRACUSE, UT, 100% OWNERSHIP, START 8/1/21, 0 HRS PER MONTH & TRADING, LANDLORD; FOOTBALL LEAGUES, NOT INV RELATED, SYRACUSE, UT, REFEREE, START 4/2/24, 8 HRS PER MONTH, 0 HRS DURING TRADING, ENFORCE RULES OF THE GAME; HANEY OPS, LLC; INVESTMENT RELATED; SYRACUSE, UT; 100% OWNER WITH SPOUSE; 12/26/2025; 1 HOUR A MONTH; NO HOURS DURING TRADING HOURS; PROPERTY HOLDINGS | RENTAL PROPERTY - 1146 W 1290 S; INV RELATED; SYRACUSE,UT; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 10/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 2100 EISENHOWER DR; INV RELATED; KILLEN,TX; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 12/01/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-25 |
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