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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 | 2026-01-22 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
215 2Nd Ave E, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Kalispell | MT | 10/2025 | Present |
| Wells Fargo Bank, Na | Kalispell | MT | 01/2023 | Present |
| Fairway Mortgage Corp | Bellingham | WA | 10/2021 | 11/2022 |
| First Guaranty Mortgage Corp | Bellingham | WA | 02/2020 | 10/2021 |
| Guild Mortgage | Bellingham | WA | 01/2018 | 01/2020 |
| Exceptional Mortgage Solutions | San Diego | CA | 08/2017 | 12/2017 |
| Mdc Financial Service Group Inc | San Diego | CA | 07/2012 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
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