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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED_RES | 2023-09-05 |
| ID | RA | APPROVED | 2023-07-31 |
Branch Locations
290 N 2Nd E, Mountain Home, ID 83647 • United States
319 Sw 4Th Ave, Ontario, OR 97914 • United States
1575 S Five Mile Rd, Boise, ID 83709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Novato | CA | 06/2016 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Novato | CA | 11/2018 | 07/2023 |
| J.P. Morgan Securities Llc | Star | ID | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Star | ID | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-18 |
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