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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-11-27 |
| UT | RA | APPROVED | 2010-10-06 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
1441 W Ute Blvd Ste 380, Park City, UT 84098 • United States
Wickenburg, AZ • United States
Midway, UT • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Park City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Park City | UT | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; WICKENBURG, AZ; 100% OWNERSHIP WITH SPOUSE; START 8/2015; 10 HOURS PER MONTH, 0 DURING TRADING; MANAGING PROPERTY. RENTAL PROPERTY; INV RELATED; SAN FELIPE, BAJA CALIFORNIA NORTE, MX; 100% OWNERSHIP BY SPOUSE; START 11/1/2015; 10 HOURS PER MONTH, 0 DURING TRADING; ASSIST WITH PROPERTY MAINTENANCE AND MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-26 |
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