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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-11-19 |
Branch Locations
101 S Capitol Blvd Ste 700, Boise, ID 83702 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Mill Valley | CA | 10/2012 | 03/2020 |
| Bank Of America, N.A Merrill | Indian Wells | CA | 03/2020 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2021 | Present |
CMR PROPERTIES, LLC, INVT RELATED, COLUMBIA, CARTEGENA, 100% OWNERSHIP, START DATE 8/1/2024, 3 HRS PER MONTH, 0 HRS DURING TRADING, LLC OWNER FOR FUTURE CONSTRUCTION OF CONDOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-19 |
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