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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
ID RA APPROVED 2025-08-19
  • ID RA
    APPROVED
    Since 2025-08-19

Branch Locations

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States

818 E Boise Ave, Boise, ID 83706 • 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
4C Financial Group, Llc Eagle ID 11/2016 08/2019
First Command Advisory Services, Inc. Fort Worth TX 07/2020 09/2020
Home Maker Boise ID 02/2016 10/2016
Homemaker Boise ID 09/2019 06/2020
Wells Fargo Boise ID 10/2020 10/2024
Wells Fargo Bank, Na Boise ID 08/2025 Present
Wells Fargo Clearing Services, Llc Boise ID 08/2025 Present
Home Maker Boise ID 11/2024 07/2025
  • 11/2016 → 08/2019
    4C Financial Group, Llc
    Eagle, ID
  • 07/2020 → 09/2020
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2016 → 10/2016
    Home Maker
    Boise, ID
  • 09/2019 → 06/2020
    Homemaker
    Boise, ID
  • 10/2020 → 10/2024
    Wells Fargo
    Boise, ID
  • 08/2025 → Present
    Wells Fargo Bank, Na
    Boise, ID
  • 08/2025 → Present
    Boise, ID
  • 11/2024 → 07/2025
    Home Maker
    Boise, ID
Previous Registrations
Other Businesses

RENTAL PROPERTY; INV RELATED; BOISE, ID; 100% OWNERSHIP; START DATE 10/1/2023; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-06
  • S66 Uniform Combined State Law Examination
    2017-10-06

View on SEC IAPD

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