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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| MT | RA | APPROVED | 2025-12-08 |
Branch Locations
3039 Grand Ave Ste E, Billings, MT 59102 • United States
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 | 04/2018 | Present |
| Wells Fargo Clearing Services, Llc | Billings | MT | 07/2025 | Present |
| Albertsons | Billings | MT | 02/2015 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
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