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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 10/2021 |
| Raymond James & Associates, Inc. | Boise | ID | 10/2021 | Present |
(1)Name of Business: Idaho Community Foundation Address: 210 West State Street, Boise, ID, 83702, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General oversight of the Foundation's operations. I am also the chair of the Investment Subcommittee, which overseas our endowed funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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