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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
WY RA APPROVED 2017-07-03
ID RA APPROVED 2014-08-11
CA RA APPROVED 2011-05-24
  • WY RA
    APPROVED
    Since 2017-07-03
  • ID RA
    APPROVED
    Since 2014-08-11
  • CA RA
    APPROVED
    Since 2011-05-24

Branch Locations

185 S Main St, Driggs, ID 83422 • United States

50 Buffalo Way Fl 1, Jackson, WY 83001 • United States

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • 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 Jackson WY 05/2011 11/2016
Wells Fargo Clearing Services, Llc Jackson WY 11/2016 Present
Previous Registrations
  • 2010-04-29 → 2011-06-20
    M&I Investment Management Corp.
    Milwaukee, WI
  • 2005-09-15 → 2010-03-31
    M&I Financial Advisors, Inc
    Wausau, WI
    Mosinee, WI
    Schofield, WI
    Wausau, WI
    Wausau, WI
Other Businesses

R TETON LLC; NOT INVESTMENT RELATED; JACKSON, WY; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2020; 1 HR PER MONTH; 0 HRS DURING TRADING; RETAIL AND WHOLESALE OF AUTO PARTS. 7R RANCH LLC; NOT INV. RELATED; BONDURANT, WY; AGRICULTURE - CATTLE GRAZING / HAY; 50% OWNERSHIP; START DATE 9/1/2016; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES PAPERWORK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-23
  • S66 Uniform Combined State Law Examination
    2000-02-23
Designations
Other Names
  • Lori Lynn Kezeske

View on SEC IAPD

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