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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
299 S Main St 7Th Fl, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 04/2023 | 03/2025 |
| Mountain America Credit Union | Sandy | UT | 09/2020 | 04/2023 |
| Wells Fargo Bank | Riverton | UT | 02/2020 | 09/2020 |
| Kohls | Riverton | UT | 04/2019 | 02/2020 |
| Buckle | South Jordan | UT | 03/2019 | 09/2019 |
| Jordan School District | South Jordan | UT | 12/2017 | 09/2018 |
| Unemployed | South Jordan | UT | 09/2018 | 03/2019 |
| Unemployed | South Jordan | UT | 01/2013 | 12/2017 |
| Herriman High School | Herriman | UT | 08/2016 | 05/2019 |
| Wells Fargo Clearing Services, Llc | South Jordan | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-02 |
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