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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
| MT | RA | APPROVED | 2020-06-02 |
| TX | RA | APPROVED | 2020-06-02 |
Branch Locations
27201 Puerta Real Suite 350, Mission Viejo, CA 92691 • United States
300 Park Drive South, Great Falls, MT 59405-1819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Great Falls | MT | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Great Falls | MT | 11/2016 | 06/2020 |
| Stifel Nicolaus & Co Inc | Great Falls | MT | 06/2020 | Present |
1. Independence LLC; 523 Fox Court, Great Falls, MT 59404; Home improvement business to purchase homes, remodel, and resell; Co-Owner; Home Improvement Entity; 02/08/2021; 5 Hours per Week; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-23 |
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