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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 | 2003-07-01 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
101 S Capitol Blvd Ste 700, Boise, ID 83702 • United States
101 S Capitol Blvd 7Th Fl [Kj-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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; MERIDIAN, ID; CO-OWNER; START DATE 10/1/2010; 0 HRS PER MONTH. RENTAL PROPERTY; INVESTMENT RELATED; BOISE, ID; CO-OWNER; START DATE 10/1/2010; 0 HRS PER MONTH. RENTAL PROPERTY; INVESTMENT RELATED; MCCALL, ID; 100% OWNERSHIP; START DATE 7/2/2013; 5 HOURS PER MONTH; 0 DURING TRADING; DUTIES INCLUDE LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; EAGLE IDAHO; STORAGE UNIT RENTAL; 50% OWNERSHIP; START DATE 01/13/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-07 |
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