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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-22 |
| ID | RA | APPROVED | 2022-04-05 |
| OR | RA | APPROVED | 2022-04-05 |
Branch Locations
108 E Plaza St, Eagle, ID 83616 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc | Torrance | CA | 06/2014 | 05/2017 |
| Fidelity Investments | Sunnyvalle | CA | 05/2017 | 07/2018 |
| Bancwest Investment Services, Inc. | Meridian | ID | 08/2018 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 04/2022 | Present |
TREASURE VALLEY YOUTH LACROSSE LEAGUE, NOT INV RELATED, BOISE, ID, TREASURER, START 12/1/24, 4 HRS PER MONTH, 0 HRS DURING TRADING, MANAGING BANK ACCOUNTS AS NECESSARY, SIGNING ALL CHECKS AND BANK WITHDRAWALS, KEEPINGS RECORDS OF RECEIPTS AND EXPENDITURES OF THE LEAGUE, ASSISTING THE PRESIDENT IN HIS/HER DUTIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-16 |
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