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William Morley Meredith

Wells Fargo Clearing Services, LLC

Boise, ID

Coeur D'ALene, ID

Coeur D Alene, ID

Sandpoint, ID

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-11-30
CA RA APPROVED 2011-01-03
  • ID RA
    APPROVED
    Since 2018-11-30
  • CA RA
    APPROVED
    Since 2011-01-03

Branch Locations

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States

2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States

230 W Ironwood Dr, Coeur D Alene, ID 83814 • United States

320 N 4Th Ave, Sandpoint, ID 83864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Valencia CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Valencia CA 11/2016 Present
Previous Registrations
  • 2001-05-15 → 2011-01-03
    Wells Fargo Investments, Llc
    Valencia, CA
    Valencia, CA
    Valencia, CA
    Valencia, CA
    Westlake Village, CA
    Thousand Oaks, CA
    Valencia, CA
    Canyon Country, CA
    Newhall, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-12
S63 Uniform Securities Agent State Law Examination 1997-09-05
  • S65 Uniform Investment Adviser Law Examination
    2000-05-12
  • S63 Uniform Securities Agent State Law Examination
    1997-09-05
Other Names
  • William M Meredith
  • Bill Meredith

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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