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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 | 2020-11-06 |
| UT | RA | APPROVED | 2020-11-05 |
Branch Locations
6985 S Union Park Ctr Ste 170, Cottonwood Heights, UT 84047 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Holladay | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Holladay | UT | 11/2016 | 11/2020 |
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 11/2020 | Present |
GENESYS WEALTH MANAGEMENT, LLC, INVT RELATED, COTTONWOOD HEIGHTS, UT, 33.33% OWNERSHIP, START 11/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. J BURGON, LLC, INVT RELATED, HERRIMAN, UT, 100% OWNERSHIP, START 11/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-08 |
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