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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 | 2026-06-24 |
| TX | RA | APPROVED_RES | 2025-10-21 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 09/2016 | 03/2018 |
| Unemployed | Salt Lake City | UT | 05/2016 | 09/2016 |
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Axa Equitable | Salt Lake City | UT | 10/2019 | 06/2020 |
| Morgan Stanley | South Jordan | UT | 01/2019 | 07/2019 |
| Progrexion | West Valley City | UT | 07/2019 | 10/2019 |
| Unemployed | Salt Lake City | UT | 03/2018 | 01/2019 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 11/2021 |
| Equitable | Salt Lake City | UT | 10/2019 | 11/2021 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 05/2025 | Present |
| Disys | Mc Lean | VA | 05/2025 | Present |
| Eagle Environmental | North Salt Lake | UT | 04/2024 | 05/2025 |
| Unemployed | Taylorsville | UT | 11/2021 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-02 |
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