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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 | 2024-05-21 |
| TX | RA | APPROVED | 2024-05-20 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Boise | ID | 04/2007 | 05/2019 |
| Morgan Stanley Smith Barney | Boise | ID | 06/2009 | 05/2019 |
| Stifel, Nicolaus & Company, Incorporated | Boise | ID | 05/2019 | 02/2023 |
| Rw Investment Management Llc | Boise | ID | 05/2023 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-15 |
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