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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-25 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Nampa | ID | 05/2025 | Present |
| Wells Fargo Bank, Na | Nampa | ID | 01/2024 | Present |
| St. Luke's | Boise | ID | 03/2022 | 01/2024 |
| Dpr Construction | Redwood City | CA | 09/2020 | 09/2021 |
| Pat Baird Acoustics, Inc. | Rocklin | CA | 05/2019 | 09/2020 |
| Tri County Drywall, Llc | Santa Rosa | CA | 01/2019 | 05/2019 |
| Kohl's | Boise | ID | 05/2018 | 10/2018 |
| Armstrong & Kirkendall, Chtd. | Boise | ID | 09/2017 | 10/2018 |
| Kohl's | Antelope | CA | 10/2018 | 01/2019 |
| Henderson Corp | Boise | ID | 05/2017 | 09/2017 |
| Chapel Hats | Rocklin | CA | 10/2016 | 05/2017 |
| Jb Bostic | Roseville | CA | 02/2016 | 10/2016 |
| Unemployed | Sacramento | CA | 10/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
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