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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 | 2022-01-25 |
| TX | RA | APPROVED | 2022-01-21 |
Branch Locations
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • United States
2319 South Foothill Blvd Ste 265 [Satellite], Salt Lake City, UT 84109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 01/2022 | Present |
EARL STREET,LLC; INV. RELATED; SALT LAKE CITY,UT; 33.3% OWNERSHIP; START DATE 1/21/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. OAKRIDGE HOLDINGS, INC.; INV. RELATED; SALT LAKE CITY,UT; 100% OWNERSHIP; START DATE 01/21/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; S CORP FOR FINET BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-26 |
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