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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-06-29 |
Branch Locations
2215 10Th Ave S, Great Falls, MT 59405 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1400 3Rd St Nw, Great Falls, MT 59404 • United States
135 3Rd Ave, Havre, MT 59501 • United States
404 W. Broadway St, Lewistown, MT 59457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2012 | 11/2016 |
| Wells Fargo Bank, N.A. | Lakewood | CO | 05/2011 | Present |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | Present |
UNIVERSITY OF PROVIDENCE, INVT RELATED, GREAT FALLS, MONTANA, ADJUNCT PROFESSOR, START DATE 1/9/2023, 8 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING INVESTMENTS AND PORTFOLIO MANAGEMENT. TBD RENTAL PROPERTY, INVT RELATED, GREAT FALLS, MONTANA, 50% OWNERSHIP, START DATE 9/2/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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