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Dana K Forsgren

Wells Fargo Clearing Services, LLC

Boise, ID

Idaho Falls, ID

Idaho Falls, ID

Rexburg, ID

Rigby, ID

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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
TX RA APPROVED 2024-11-08
ID RA APPROVED 2022-05-04
  • TX RA
    APPROVED
    Since 2024-11-08
  • ID RA
    APPROVED
    Since 2022-05-04

Branch Locations

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

900 Pier View Dr Stes 200 & 202, Idaho Falls, ID 83402 • United States

1798 S 25Th E, Idaho Falls, ID 83404 • United States

39 E Main St, Rexburg, ID 83440 • United States

127 N. State St., Rigby, ID 83442 • 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
Wells Fargo Clearing Services, Llc Idaho Falls ID 09/2021 Present
Three+One Pittsford NY 09/2018 08/2021
Unemployed Fairport NY 05/2018 09/2018
Brigham Young University Provo UT 06/2017 04/2021
Wells Fargo Clearning Services, Llc Salt Lake City UT 07/2020 08/2020
Unemployed Fairport NY 01/2015 03/2017
Vr Junkies Orem UT 03/2017 06/2017
  • 09/2021 → Present
    Wells Fargo Clearing Services, Llc
    Idaho Falls, ID
  • 09/2018 → 08/2021
    Three+One
    Pittsford, NY
  • 05/2018 → 09/2018
    Unemployed
    Fairport, NY
  • 06/2017 → 04/2021
    Brigham Young University
    Provo, UT
  • 07/2020 → 08/2020
    Wells Fargo Clearning Services, Llc
    Salt Lake City, UT
  • 01/2015 → 03/2017
    Unemployed
    Fairport, NY
  • 03/2017 → 06/2017
    Vr Junkies
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-26
  • S66 Uniform Combined State Law Examination
    2022-04-26
Other Names
  • Dana Forsgren

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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