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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-05 |
Branch Locations
1309 W South Jordan Pkwy Suite 120, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na/Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 10/2022 | 11/2024 |
| Lendio | Sandy | UT | 11/2016 | 04/2017 |
| Quorus Commercial (Now Avid Commercial) | Midvale | UT | 07/2017 | 08/2018 |
| Associated Business Technologies | Salt Lake City | UT | 08/2018 | 02/2020 |
| Self Employed | Salt Lake City | UT | 04/2007 | 10/2022 |
| Edward Jones | St. Louis | MO | 11/2024 | Present |
BNI Utah North Salt Lake City, UT Start date: 10/2/2025 Treasurer Hours per week: 0 Hours during trading: 0 Desc: Oversee Visitor Team - ensure Visitor Data is completed weekly- Work with the Region O, as needed, ensure chapter rosters are up to date - Maintain speaker rotation - Announce Speakers - informed and approved by leadership team that I will NOT receive checks or cash or be a signer on a bank account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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