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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-09
UT RA APPROVED 2025-11-12
  • TX RA
    APPROVED
    Since 2026-04-09
  • UT RA
    APPROVED
    Since 2025-11-12

Branch Locations

5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services Salt Lake City UT 06/2025 Present
Wells Fargo Clearing Services Salt Lake City UT 11/2024 06/2025
Mountain Electrical Alliance Orem UT 09/2024 11/2024
Wealth Strategies Murray UT 08/2024 09/2024
Paragon Wealth Provo UT 06/2024 08/2024
Utah Valley University Orem UT 06/2023 06/2024
Utah State University Logan UT 06/2019 06/2023
Church Of Jesus Christ Of Latter Day Saints Scottsdale AZ 06/2017 06/2019
Utah State University Logan UT 06/2016 06/2017
  • 06/2025 → Present
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 11/2024 → 06/2025
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 09/2024 → 11/2024
    Mountain Electrical Alliance
    Orem, UT
  • 08/2024 → 09/2024
    Wealth Strategies
    Murray, UT
  • 06/2024 → 08/2024
    Paragon Wealth
    Provo, UT
  • 06/2023 → 06/2024
    Utah Valley University
    Orem, UT
  • 06/2019 → 06/2023
    Utah State University
    Logan, UT
  • 06/2017 → 06/2019
    Church Of Jesus Christ Of Latter Day Saints
    Scottsdale, AZ
  • 06/2016 → 06/2017
    Utah State University
    Logan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01

View on SEC IAPD

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