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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-29 |
Branch Locations
4782 W Cedar Hills Dr, Cedar Hills, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 07/2013 | 06/2022 |
| Principal Financial Group | Des Moines | IA | 05/2022 | 09/2022 |
| Principal Securities, Inc. | Herriman | UT | 07/2022 | 09/2022 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2023 | 11/2023 |
| Teton Wealth Management | Murray | UT | 11/2023 | 05/2025 |
| Teton Wealth Group Llc | Murray | UT | 11/2023 | 05/2025 |
| Stauffer Retirement Planning | St. George | UT | 07/2025 | 08/2025 |
| Corebridge Financial/Aig | Houston | TX | 05/2023 | 11/2023 |
| Wells Fargo Bank, N.A. | Salt Lake City | UT | 02/2023 | 04/2023 |
| Ups | Salt Lake City | UT | 10/2022 | 12/2022 |
| Travel + Leisure Co. | Park City | UT | 07/2025 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Cedar Hills | UT | 09/2025 | Present |
| J.P. Morgan Securities Llc | Cedar Hills | UT | 09/2025 | Present |
| Unemployed | Herriman | UT | 01/2023 | 01/2023 |
| Unemployed | St. George | UT | 06/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-29 |
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