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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 05/2016 | 01/2021 |
| Wells Fargo | Meridian | ID | 05/2013 | 01/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 04/2023 |
| Northwestern Mutual Investment Services, Llc | Nampa | ID | 01/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Meridian | ID | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Meridian | ID | 07/2023 | Present |
| Unemployed | Boise | ID | 05/2023 | 06/2023 |
| Boise Timbers Thorns | Meridian | ID | 01/2023 | Present |
Entity Name: Boise Timbers Thorns Investment related: No "Address: Boise Timbers Thorns 3924 E lake Hazel Rd Meridian ID 83642" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2023 Approximate # of hours a Week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Youth Soccer Club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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