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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 | 2024-07-09 |
| UT | RA | APPROVED | 2012-07-05 |
Branch Locations
6550 S Millrock Dr Ste 100, Holladay, UT 84121 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | Present |
P SKI, LLC; INV RELATED; SALT LAKE CITY, UT; CONDO; 100% OWNERSHIP; START 6/1/2015; 0 HRS PER MONTH; NO DUTIES, OWNER.| PMR LLC ; INV RELATED; SLC, UT; VACATION PROPERTY;100% OWNERSHIP; START DATE: 08/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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