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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-24 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Billings | MT | 08/2021 | Present |
| Wells Fargo Clearing Services, Llc | Billings | MT | 06/2025 | Present |
| Lane Bryant | Billings | MT | 03/2019 | 07/2019 |
| Bold Beauty Academy | Billings | MT | 07/2019 | 08/2021 |
| Roi Solutions | Billings | MT | 08/2018 | 03/2019 |
| Taco Johns | Billings | MT | 01/2018 | 08/2018 |
| Billings Senior High School | Billings | MT | 06/2017 | 05/2018 |
| Richlands High School | Richlands | NC | 06/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-16 |
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