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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-21 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
3885 S Wasatch Blvd, Salt Lake City, UT 84109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2024 | Present |
| Wells Fargo Bank, Na | Salt Lake City | UT | 06/2021 | Present |
| Unemployed | Lake Point | UT | 04/2021 | 06/2021 |
| Chartway Federal Credit Untion | Tooele | UT | 09/2014 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-28 |
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