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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
| ID | RA | APPROVED | 2025-09-11 |
Branch Locations
950 W Bannock St Suite 700, Boise, ID 83702 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boise | ID | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 09/2025 |
| Raymond James & Associates, Inc. | Boise | ID | 09/2025 | Present |
(1)Name of Business: Clearview Farms and Preserve, LLC Address: 2385 S Trapper Pl, Boise, ID, 83716, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/18/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a family LLC called Clearview Farms & Preserve that owns the 75 acres I grew up on in rural Missouri. My mom owns 75% and my two brothers and I each own one-third of the remaining 25%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
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