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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 | 2022-07-18 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
1985 E 7000 S, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank N.A. | Salt Lake City | UT | 02/2016 | 04/2018 |
| E*Trade Securities Llc | Sandy | UT | 06/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 06/2019 | 08/2020 |
| Fidelity Investments | Salt Lake City | UT | 08/2020 | 11/2020 |
| University Of Utah | Salt Lake City | UT | 05/2015 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Valley City | UT | 12/2020 | 04/2022 |
| Dhl Global Mail | Salt Lake City | UT | 08/2017 | 08/2017 |
| Salt Lake Community College | Salt Lake City | UT | 01/2018 | 08/2020 |
| University Of Utah | Salt Lake City | UT | 05/2015 | 12/2019 |
| Bank Of America, N.A. | West Valley City | UT | 01/2021 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Provo | UT | 05/2022 | Present |
| Wells Fargo Bank, Na | Provo | UT | 05/2022 | Present |
| Olimpo Studio Llc | Salt Lake City | UT | 09/2020 | Present |
CROWN HOROLOGY LLC, NOT INV RELATED, WEST JORDAN, UT, 100% OWNERSHIP, START 2/20/2024, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, RESALE OF WATCHES, JEWELRY, BAGS, WALLETS, AND LEATHER GOODS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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