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Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-09-13
AK RA APPROVED 2007-09-14
OR RA APPROVED 2007-09-14
  • TX RA
    APPROVED_RES
    Since 2016-09-13
  • AK RA
    APPROVED
    Since 2007-09-14
  • OR RA
    APPROVED
    Since 2007-09-14

Branch Locations

1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States

Paortland, OR • 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 Financial Network Llc Portland OR 05/2009 Present
Aley Wealth Management Portland OR 09/2007 Present
Previous Registrations
Other Businesses

ALEY WEALTH MANAGEMENT; INVESTMENT RELATED; CLACKAMAS,OR; 100% OWNERSHIP; START DATE 10/1/2011; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; OWNER OF FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, SOLDOTNA, AK, START: 7/7/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. ALEY GP, LLC ; INV RELATED; PORTLAND, OR; THIS ENTITY WAS FORMED IN ORDER TO SELL 10% OF ALEY GP LLC/MERCHANT PARTNERSHIP;90% OWNERSHIP% OWNERSHIP; START DATE: 02/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-29
  • S66 Uniform Combined State Law Examination
    2003-01-29
Other Names
  • Joe Aley

View on SEC IAPD

More in Bozeman, MT

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