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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-13 |
| ID | RA | APPROVED | 2022-03-15 |
Branch Locations
205 Ne 6Th St, Grants Pass, OR 97526 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
4594 N Eagle Rd, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 12/2021 | Present |
| Wells Fargo Bank, Na | Boise | ID | 12/2021 | Present |
| Citi Bank | Meridian | ID | 09/2015 | 12/2021 |
| Idaho Army National Guard | Boise | ID | 09/2008 | Present |
IDAHO ARMY NATIONAL GUARD; NOT INV. RELATED; BOISE,ID; OCS INSTRUCTOR; START DATE 09/11/2008; NUMBER OF HOURS PER MONTH 72; NUMBER OF HOURS DURING TRADING 0; TRAINING SOLDIERS TO BE EFFECTIVE LEADERS. RENTAL PROPERTY, INVT RELATED, NAMPA, OH, 100% OWNERSHIP, START DATE 1/1/2023, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY - 3912 E GREENSPRINGS CT ; INV RELATED;NAMPA,ID; RENTAL;55% OWNERSHIP; ; START DATE: 09/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 416 20TH AVE S ; INV RELATED;NAMPA,ID; RENTAL;55% OWNERSHIP; ; START DATE: 10/01/2024; 4 HRS PER MONTH; 0 HRS DURING TRADING; FORMAL AGREEMENT GENERATION SERVICES LLC; INV RELATED;NAMPA,ID; PASS THROUGH ENTITY TO REDUCE LIABILITY ON RENTALS; 50% OWNERSHIP ; START DATE: 04/13/2023; 6 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
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