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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 | 2026-08-24 |
Branch Locations
32 W Parrish Ln 1St Fl, Centerville, UT 84014 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Centerville | UT | 03/2026 | Present |
| Wells Fargo Bank, Na | Centerville | UT | 03/2021 | Present |
| Game Stop | Centerville | UT | 04/2019 | 01/2021 |
| Box Lunch | Layton | UT | 11/2017 | 04/2019 |
| Hot Topic | Layton | UT | 05/2016 | 11/2017 |
RENTAL PROPERTY - 84; INV RELATED;BOUNTIFUL,UT; PRIMARY RESIDENCE;100% OWNERSHIP; START DATE: 01/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-30 |
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