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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 | 2025-09-08 |
| UT | RA | APPROVED | 2024-02-20 |
Branch Locations
280 W 1500 S, Bountiful, UT 84010 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bountiful | UT | 10/2023 | Present |
| Wells Fargo Bank, Na | Bountiful | UT | 03/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-25 |
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