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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-17 |
| UT | RA | APPROVED | 2012-08-29 |
Branch Locations
1240 E 2100 S Ste 404, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 08/2012 | Present |
YEARGIN HOLDINGS, LLC; INVESTMENT RELATED; SALT LAKE CITY,UT; 100% OWNERSHIP; START DATE 08/15/2012; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. TRUTEE FOR FINET PRACTICE 401K PLAN; INV. RELATED; SALT LAKE CITY, UT; START DATE 8/2012; 0 HRS PER MONTH. SHORELINE WEALTH MANAGEMENT LLC; INV. RELATED; SALT LAKE CITY, UT; 50% OWNERSHIP; LLC TO PAY EXPENSES FOR FINET PRACTICE; START DATE: 8/1/2012; 1 HOUR PER MONTH; 0 HOURS DURING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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