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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 | 2021-01-07 |
| TX | RA | APPROVED | 2021-01-07 |
Branch Locations
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 | Pocatello | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pocatello | ID | 11/2016 | 01/2021 |
| Wells Fargo Advisors Financial Network, Llc | Pocatello | ID | 01/2021 | Present |
CO-TRUSTEE FOR THE GATEWAY CAPITAL ADVISORY GROUP 401K PLAN FOR FINET PRACTICE, SELF AND 5 ASSOCIATES; INV. RELATED; POCATELLO, ID; START 1/2021; MINIMAL TIME SPENT. GATEWAY CAPITAL ADVISORY GROUP, INVT RELATED, POCATELLO, ID, 50% OWNERSHIP, START 1/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. MRLAMC LLC, INV RELATED, POCATELLO, ID, 100% OWNERSHIP WITH SPOUSE, START 1/1/2021, 160 HOURS PER MONTH, 100 HOURS DURING TRADING, PASS THRU FOR FINET PRACTICE.; CO-TRUSTEE FOR GATEWAY CAPITAL ADVISORY GROUP 401K PLAN (FBO NEW ASSOCIATE), INV RELATED, POCATELLO, ID, START: 11/10/2021, 200 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-02 |
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