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Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-22
ID RA APPROVED 2022-04-05
OR RA APPROVED 2022-04-05
  • TX RA
    APPROVED_RES
    Since 2024-05-22
  • ID RA
    APPROVED
    Since 2022-04-05
  • OR RA
    APPROVED
    Since 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

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
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
  • 06/2014 → 05/2017
    Bancwest Investment Services, Inc
    Torrance, CA
  • 05/2017 → 07/2018
    Fidelity Investments
    Sunnyvalle, CA
  • 08/2018 → 04/2022
    Bancwest Investment Services, Inc.
    Meridian, ID
  • 04/2022 → Present
    Boise, ID
Previous Registrations
  • 2018-08-24 → 2022-04-07
    Bancwest Investment Services, Inc.
    Meridian, ID
    Portland, OR
    Meridian, ID
    Pasco, WA
    Pendleton, OR
    Ellensburg, WA
    Boise, ID
    Boise, ID
    Ketchum, ID
    Kennewick, WA
    Nampa, ID
    Richland, WA
    Pasco, WA
    Yakima, WA
  • 2018-07-13 → 2018-08-15
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-05-16 → 2018-07-13
    Sunnyvale, CA
  • 2014-06-27 → 2017-04-28
    Bancwest Investment Services, Inc.
    Torrance, CA
    San Jose, CA
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-26
S63 Uniform Securities Agent State Law Examination 2010-06-16
  • S66 Uniform Combined State Law Examination
    2014-06-26
  • S63 Uniform Securities Agent State Law Examination
    2010-06-16
Other Names
  • Joseph Dadashadeh

View on SEC IAPD

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