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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-17 |
| TX | RA | APPROVED_RES | 2019-02-26 |
| UT | RA | APPROVED | 2011-01-03 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
235 S 1300 E, Salt Lake City, UT 84102 • United States
381 E Broadway 1St Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank N. A. | Riverton | UT | 06/2008 | Present |
| Wells Fargo Advisors Llc | Riverton | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Riverton | UT | 11/2016 | Present |
DEE-WADE PROPERTIES LLC, INV RELATED, LEHI, UT, 50% OWNERSHIP, START 3/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD REAL ESTATE. RENTAL PROPERTY ; INV RELATED;ST GEORGE,UT; VACATION RENTAL;50% OWNERSHIP; START DATE: 05/01/2020; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-19 |
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