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912 W. 1600 S. St. B201, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-25 |
Branch Locations
912 W. 1600 S. St. B201, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | St. George | UT | 12/2009 | 06/2019 |
| Wells Fargo Clearing Services, Llc | St. George | UT | 10/2016 | 06/2019 |
| Trek Financial | Scottsdale | AZ | 06/2019 | Present |
| Statera Wealth Management | St. George | UT | 02/2025 | Present |
| Statera Financial Llc | St. George | UT | 10/2024 | Present |
Statera Financial LLC. Investment Related. St George, UT 84790. Insurance Agent. Start 10/2024. Selling insurance products. 15/hours month FIIZ DRINKS, NOT INV RELATED, CEDAR CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 5/1/2018, 70 HOURS PER MONTH, ZERO DURING TRADING, SODA SHOP FRANCHISE OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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