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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 | 2013-05-10 |
| UT | RA | APPROVED | 2011-01-03 |
Branch Locations
280 W 1500 S, Bountiful, UT 84010 • United States
2493 S Wildcat Way Ste A, Woods Cross, UT 84010 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • 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 | Bountiful | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bountiful | UT | 11/2016 | Present |
RENTAL PROPERTY, INVT RELATED, ST. GEORGE, UT, 100% OWNERSHIP WITH SPOUSE, START DATE 8/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, MANAGE PROPERTY AND COLLECT RENT. UTAH REPUBLICAN PARTY HOUSE DISTRICT 19 STATE DELEGATE; NOT INV. RELATED; BOUNTIFUL, UT; STATE DELEGATE; START DATE 3/7/2024; 1-2 HOURS PER WEEK; 0 HOURS DURING NORMAL BUSINESS HOURS; DUTIES: LEARN / VET CANDIDATES RUNNING FOR STATE/FEDERAL OFFICE AND REPORT BACK ON ISSUES/POLICIES TO LOCAL CONSITUTES, REPRESENT THEIR VIEWS AND ACT AS A RESOURCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-11 |
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