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3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-15 |
Branch Locations
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043 • United States
3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-22 |
Branch Locations
3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 10/2021 |
| Solidarity Wealth, Llc | Lehi | UT | 10/2021 | Present |
| M. S. Howells & Co | Scottsdale | AZ | 01/2022 | 04/2022 |
| Solidarity Capital Fund I L.P. | Lehi | UT | 03/2023 | Present |
1. SEPT 2020; THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS, SALT LAKE CITY, UT; NON INVESTMENT RELATED; MANAGEMENT OF CHURCH BUSINESS; BISHOP; ATTENDING MEETINGS, MANAGING BUDGET, WORKING WITH YOUTH AND PROVIDING COUNSEL; DEVOTE 50 HRS PER MONTH, 0 HRS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-20 |
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