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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 | 2025-05-22 |
| UT | RA | APPROVED | 2022-06-30 |
Branch Locations
5201 W Amelia Earhart Drive, Salt Lake City, UT 84116 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 05/2015 | 11/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 11/2018 |
| Unemployed | Slc | UT | 11/2018 | 11/2020 |
| Securities Management & Research, Inc. | Salt Lake City | UT | 11/2020 | 12/2020 |
| Bfc Planning, Inc. | Salt Lake City | UT | 11/2020 | 12/2020 |
| Fidelity Investments | Salt Lake City | UT | 03/2021 | 05/2021 |
| Artech Information Systems Llc | Salt Lake City | UT | 03/2022 | Present |
| Wells Fargo Clearing Services | Salt Lake City | UT | 05/2022 | Present |
| Pb Real Estate Llc | Salt Lake City | UT | 05/2021 | 03/2022 |
OBA-17837|OrgNmn:PB Real Estate LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Sale real estate.|Invst Rel:Y|Title:Owner|Duties:buy and sell residential real estate.|StrtDt:11-01-2017|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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