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650 South 500 West Suite #185, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| UT | RA | APPROVED | 2021-02-19 |
Branch Locations
650 S. 500 W. Suite 176, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Holladay | UT | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Holladay | UT | 11/2016 | 02/2021 |
| Cottonwood Wealth Strategies, Llc | Salt Lake City | UT | 10/2020 | Present |
SILICON SLOPES - NOT INVESTMENT RELATED - 2600 EXECUTIVE PKWY #140, LEHI, UT 84043 - NON-PROFIT ORGANIZATION - BOARD MEMBER - START 05/2024 - 4 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS BUSINESS TOPICS. SOX, LLC - INVESTMENT RELATED - 950 PENINSULA CORP CIR #3010, BOCA RATON, FL 33487 - EROSION CONTROL COMPANY - BOARD MEMBER - START 01/2022 - 5 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS BUSINESS DEVELOPMENT. SCOUT VENTURES LIMITED PARTNERS - INVESTMENT RELATED - 200 ACADEMY DRIVE, SUITE 100, AUSTIN, TX 78704 - VENTURE CAPITAL COMPANY - BOARD MEMBER - START 03/2024 - 2 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS FUND AND INVESTMENT OPPORTUNITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-15 |
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