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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 | 2026-06-10 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
6099 S State St, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2022 | 02/2024 |
| Granite School District | Salt Lake City | UT | 12/2020 | 09/2022 |
| University Of Utah | Salt Lake City | UT | 09/2019 | 08/2022 |
| Unemployed | Millcreek | UT | 05/2014 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Murray | UT | 04/2026 | Present |
| Wells Fargo Bank, Na | Murray | UT | 04/2026 | Present |
| Strategic Planning Group | Bountiful | UT | 04/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
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