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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 | 2025-01-16 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • 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 |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 05/2016 | 05/2017 |
| State Of Utah | Salt Lake City | UT | 07/2017 | 07/2019 |
| Fidelity Investments | Salt Lake City | UT | 09/2022 | 11/2023 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 11/2024 | Present |
| Fidelity Investments | Salt Lake City | UT | 11/2023 | 02/2024 |
| Unemployed | South Jordan | UT | 08/2019 | 09/2022 |
| Unemployed | South Jordan | UT | 02/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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