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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 | 2025-01-21 |
Branch Locations
1750 W 12600 S, Riverton, UT 84065 • 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 |
|---|---|---|---|---|
| Us Bank | St. George | UT | 10/2021 | 08/2022 |
| Altabank | St. George | UT | 03/2020 | 10/2021 |
| Lendingclub | Lehi | UT | 06/2019 | 03/2020 |
| Bank Of American Fork | Murray | UT | 08/2017 | 06/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 08/2015 | 08/2017 |
| Utah Tech University | St. George | UT | 08/2020 | 05/2023 |
| Fidelity Investments | Salt Lake City | UT | 06/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Riverton | UT | 01/2025 | Present |
| Wells Fargo Bank, Na | Riverton | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-17 |
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