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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 | 2022-07-26 |
Branch Locations
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • 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 | Salt Lake City | UT | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 07/2022 |
| Wells Fargo Advisors Financial Network, Llc | Cottonwood Heights | UT | 07/2022 | Present |
SOUTH MOUNTAIN WEALTH MANAGEMENT LLC, INV RELATED, DRAPER, UT, 100% OWNERSHIP, START 7/25/2022, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE. APEX GOLF OF UTAH LLC, NOT INV RELATED, DRAPER, UT, 20% OWNERSHIP, START 9/30/2021, 25 HOURS PER MONTH, ZERO 25 HOURS DURING TRADING, GOLF INSTRUCTION.; TRUSTEE FOR SOUTH MOUNTAIN WEALTH MANAGEMENT 401K, INV RELATED, DRAPER, UT, START: 12/19/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-19 |
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