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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 | 2022-06-23 |
| TX | RA | APPROVED | 2015-08-04 |
| NM | RA | APPROVED | 2012-11-21 |
| CA | RA | APPROVED | 2006-03-02 |
Branch Locations
2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States
Hayden, ID • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Santa Barbara | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | Present |
TRUSTEE OF PARENTS' TRUST, INV RELATED, GOLETA, CA, START 1/1/1996, VERY LITTLE TIME DEVOTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-03 |
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