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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 | 2025-06-07 |
| UT | RA | APPROVED | 2013-09-04 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
86 N University Ave 1St & 2Nd Fls, Provo, UT 84601 • 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 Bank Na | Riverton | UT | 04/2007 | Present |
| Wells Fargo Advisors Llc | Riverton | UT | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Riverton | UT | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; SPRINGVILLE, UT; RESIDENTIAL; 100% OWNERSHIP; START 10/1/2015; 0 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY, INV RELATED, PROVO, UT, 100% OWNER, START: 12/7/2016, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY; INV RELATED; MILLCREEK, UT; 100% OWNER; START DATE 9/5/2017; 1 HOUR PER MONTH/ O DURING TRADING. LANDLORD EPPERSON VENTURES LLC, INV RELATED, SPANISH FORK, UT, 100% OWNERSHIP, START 03/29/2013, 10 HOURS PER MONTH, ZERO DURING TRADING, MANAGE REAL ESTATE. LABELS AND DECALS; NOT INV. RELATED; SPANISH FORK, UT; 100% OWNERSHIP FROM SPOUSE; CHECK SIGNOR ONLY; START DATE 10/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; VINYL DECALS AND LABELS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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