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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 | 2026-01-16 |
Branch Locations
1798 S 25Th E, Idaho Falls, ID 83404 • 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 | Id Falls | ID | 03/2024 | Present |
| Wells Fargo Clearing Services, Llc | Id Falls | ID | 08/2025 | Present |
| Lowes Home Improvement | Ammon | ID | 07/2022 | 03/2024 |
| Hillcrest High School | Ammon | ID | 08/2018 | 06/2022 |
| Sandcreek Middle School | Ammon | ID | 08/2016 | 06/2018 |
AMAZON; NOT INV RELATED; IDAHO FALLS, ID; SELL AND DELIVER PRODUCT;FULFILLMENT ASSOCIATE; START DATE: 12/13/2025; 16 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
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