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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 | 2025-05-15 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
86 N University Ave 1St & 2Nd Fls, Provo, UT 84601 • United States
456 E 1150 S, Orem, UT 84097 • United States
7916 Byu, Provo, UT 84602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | American Fork | UT | 01/2014 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Provo | UT | 04/2018 | 06/2019 |
| Wells Fargo Clearing Services, Llc | American Fork | UT | 10/2019 | 11/2022 |
| U.S. Bank | Salt Lake City | UT | 11/2022 | 04/2025 |
| U.S. Bancorp Investments, Inc. | Salt Lake City | UT | 11/2022 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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