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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 | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dickeys Barbecue Pit | West Valley City | UT | 06/2016 | 07/2022 |
| Blue Lemon | Salt Lake City | UT | 05/2021 | 07/2022 |
| Fidelity Investments | American Fork | UT | 09/2022 | Present |
| Granger High School | West Valley City | UT | 08/2016 | 06/2020 |
| Salt Lake Community College | Taylorsville | UT | 08/2020 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2026 | Present |
| Buffalo Wild Wings | Layton | UT | 10/2025 | 12/2025 |
| Utah Valley University | Orem | UT | 08/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-06 |
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