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Eric E Soles

Wells Fargo Clearing Services, LLC

Boise, ID

Coeur D'ALene, ID

Sandpoint, ID

Bonners Ferry, ID

Bayview, ID

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-10
ID RA APPROVED 2019-04-29
  • TX RA
    APPROVED_RES
    Since 2025-07-10
  • ID RA
    APPROVED
    Since 2019-04-29

Branch Locations

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States

2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States

320 N 4Th Ave, Sandpoint, ID 83864 • United States

6764 Main St, Bonners Ferry, ID 83805 • United States

Bayview, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coeur D'ALene ID 11/2013 04/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2019
Wells Fargo Clearing Services, Llc Boise ID 04/2019 Present
Previous Registrations
  • 2014-03-04 → 2019-05-08
    Morgan Stanley
    Coeur D'ALene, ID
    Bayview, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-04
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S65 Uniform Investment Adviser Law Examination
    2014-03-04
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
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U.S. BANCORP ADVISORS, LLC · Boise, ID
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