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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 | 2026-04-03 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 11/2024 | Present |
| Dexian | Mclean | VA | 06/2023 | 07/2024 |
| Puraqua Products | Rock Hill | SC | 04/2017 | 08/2017 |
| Cracker Barrel | Lebanon | TN | 04/2016 | 10/2016 |
| Dicks Sporting Goods | Corapolis | PA | 09/2017 | 09/2017 |
| Verizon Wireless | Basking Ridge | NJ | 06/2018 | 05/2019 |
| Total Quality Logistics | Cincinnati | OH | 10/2022 | 04/2023 |
| Charter Spectrum | Stamford | CT | 08/2020 | 05/2021 |
| Actionlink | Las Vegas | NV | 09/2017 | 05/2018 |
| Best Buy | Richfield | MN | 06/2015 | 05/2017 |
| Unemployed | Anderson | SC | 06/2021 | 10/2022 |
| Unemployed | Anderson | SC | 06/2019 | 07/2020 |
| Unemployed | Anderson | SC | 07/2024 | 11/2024 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
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