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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED_RES | 2024-04-10 |
Branch Locations
661 South Rivershore Lane Suite 200, Eagle, ID 83616-5397 • United States
Kuna, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 03/2017 | 04/2024 |
| Rbc Capital Markets, Llc | Boise | ID | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
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