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Morgan Nicole Smith

Wells Fargo Clearing Services, LLC

Boise, ID

Eagle, ID

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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 2024-05-22
ID RA APPROVED 2024-04-26
OR RA APPROVED 2022-12-23
WA RA APPROVED 2022-12-23
  • TX RA
    APPROVED
    Since 2024-05-22
  • ID RA
    APPROVED
    Since 2024-04-26
  • OR RA
    APPROVED
    Since 2022-12-23
  • WA RA
    APPROVED
    Since 2022-12-23

Branch Locations

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States

108 E Plaza St, Eagle, ID 83616 • 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
Wells Fargo Clearing Services, Llc Portland OR 05/2022 08/2022
Wells Fargo Bank, Na Portland OR 07/2019 Present
Montana State University Alumni Foundation Bozeman MT 02/2019 05/2019
Market Basket Hudson NH 05/2016 01/2019
Alvirne High School Hudson NH 09/2014 06/2018
Wells Fargo Clearing Services, Llc Portland OR 10/2022 Present
  • 05/2022 → 08/2022
    Wells Fargo Clearing Services, Llc
    Portland, OR
  • 07/2019 → Present
    Wells Fargo Bank, Na
    Portland, OR
  • 02/2019 → 05/2019
    Montana State University Alumni Foundation
    Bozeman, MT
  • 05/2016 → 01/2019
    Market Basket
    Hudson, NH
  • 09/2014 → 06/2018
    Alvirne High School
    Hudson, NH
  • 10/2022 → Present
    Wells Fargo Clearing Services, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-22
S63 Uniform Securities Agent State Law Examination 2022-12-06
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22
  • S63 Uniform Securities Agent State Law Examination
    2022-12-06
Other Names
  • Morgan Smith

View on SEC IAPD

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GARY LEE BARTON
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Andressa Diana Warn
Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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