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Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-07-07
  • ID RA
    APPROVED
    Since 2026-07-07

Branch Locations

101 S Capitol Blvd, Boise, ID 83702 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2011-01-03
  • ID RA
    APPROVED
    Since 2011-01-03

Branch Locations

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

Boise, 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
Wells Fargo Advisors Llc Boise ID 01/2011 11/2016
Wells Fargo Clearing Services, Llc Boise ID 11/2016 Present
Wells Fargo Advisors Financial Network Boise ID 07/2026 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Boise, ID
  • 11/2016 → Present
    Boise, ID
  • 07/2026 → Present
    Wells Fargo Advisors Financial Network
    Boise, ID
Previous Registrations
Other Businesses

HUGO'S DELI, NOT INVT RELATED, BOISE, ID, ASSISTANT OFFICE MANAGER, START DATE 4/3/2022, 50 HRS PER MONTH, 0 HRS DURING TRADING, SUPPLY PICKUP, BOOKKEEPING AND PAYING BILLS. CX GROUP, NOT INV RELATED, ANN ARBOR, MI, SECRET SHOPPER, START 4/23/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, ASSIGNED SHOPPING TASKS TO REVIEW, DOCUMENT, AND OFFER OPINIONS ON VARIOUS BUSINESSES TO BUSINESS OWNERS; LEIS OF HOPE; INV RELATED;BOISE,ID; I WILL BE MAKING HOMEMADE RIBBON HAWAIIAN LEIS;Power of Attorney START DATE: 08/01/2026; 25 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-03
S63 Uniform Securities Agent State Law Examination 1995-12-22
  • S65 Uniform Investment Adviser Law Examination
    2001-05-03
  • S63 Uniform Securities Agent State Law Examination
    1995-12-22
Other Names
  • Tracy L Halverson
  • Tracy Janis
  • Janis Halverson
  • Tracy Lynne Janis
  • Tracy Lynne Halverson
  • Tracy Lynne Janis

View on SEC IAPD

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