Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-01-27
  • UT RA
    APPROVED
    Since 2023-01-27

Branch Locations

4920 S State St, Murray, UT 84107 • United States

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Salt Lake City UT 08/2022 Present
Wells Fargo Bank, Na Salt Lake City UT 05/2019 Present
The Church Of Jesus Christ Of Latter Day Saints Las Vegas NV 03/2017 05/2019
Ymca Shawboro NC 02/2016 03/2017
  • 08/2022 → Present
    Salt Lake City, UT
  • 05/2019 → Present
    Wells Fargo Bank, Na
    Salt Lake City, UT
  • 03/2017 → 05/2019
    The Church Of Jesus Christ Of Latter Day Saints
    Las Vegas, NV
  • 02/2016 → 03/2017
    Ymca
    Shawboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-26
S63 Uniform Securities Agent State Law Examination 2022-11-30
  • S65 Uniform Investment Adviser Law Examination
    2023-01-26
  • S63 Uniform Securities Agent State Law Examination
    2022-11-30
Other Names
  • Chelsey Packer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Murray, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor