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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 | 2023-11-15 |
| TX | RA | APPROVED | 2023-11-15 |
Branch Locations
2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2016 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2023 | Present |
3RD AND MIDTOWN LLC; INV. RELATED; COEUR D ALENE, ID; OWNER; OFFICE BUILDING RENTAL; START DATE: 12/1/2020; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: PAY BILLS. OUR MUTUAL COLLECTIONS LLC; INV. RELATED; COEUR D ALENE, ID; OWNER; LLC RECEIVES RENTAL INCOME AND PAYS BILLS; START DATE 4/30/2021; 1 HR PER MONTH; 0 HRS AMERICAN BISON VENTURES LLC; INT. RELATED; CASPER, WY; OWNER; LLC OWNS OTHER LLCS; START DATE 6/1/2019; 0 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; COEUR D ALENE, ID; OWNER; RESIDENTIAL RENTAL PROPERTY; START DATE 11/5/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: PAY THE BILLS. RENTAL PROPERTY; INV. RELATED; COEUR D ALENE, ID; OWNER; COMMERCIAL RENTAL PROPERTY OFFICE BUILDING; START DATE 12/5/2020; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: PAY THE BILLS. RENTAL PROPERTY; INV. RELATED; COEUR D ALENE, ID; OWNER; COMMERCIAL RENTAL PROPERTY OFFICE BUILDING; START DATE 4/5/2019; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: PAY THE BILLS. R MUTUAL SPACE, LLC; INV RELATED; COEUR D ALENE; ID; 100% OWNERSHIP; START: 11/01/2019; 1 HOUR A MONTH; 0 HOURS DURING TRADING; COMMERCIAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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