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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2014-12-08 |
Branch Locations
2350 Us Hwy 93 N, Kalispell, MT 59901 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Billings | MT | 09/2014 | 11/2016 |
| Wells Fargo Bank, Na | Billings | MT | 08/2002 | Present |
| Wells Fargo Clearing Services, Llc | Billings | MT | 11/2016 | Present |
TRUSTEE FOR GRANDFATHER'S TRUST; INV. RELATED; BILLINGS, MT; START DATE 11/17/2016; 10 HRS PER MONTH; 0 HRS DURING TRADING. SPRING CREEK ESTATES HOA, NOT INV RELATED, KALISPELL, MT, COMMITTEE MEMBER, START 3/1/2020, 3 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, VOTING ON NEIGHBORHOOD PROPOSALS, APPROVING EXPENSES, MANAGING NEIGHBOR ISSUES, AND MAINTAINING PUBLIC AREAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-12 |
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