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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2022-10-25 |
Branch Locations
1682 N Main St, Meridian, ID 83642 • 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 Clearing Services, Llc | Boise | ID | 07/2022 | Present |
| Wells Fargo Bank, Na | Boise | ID | 06/2021 | Present |
| Freddy's Frozen Custard And Steakburger | Eagle | ID | 01/2021 | 06/2021 |
| Mcdonalds | Boise | ID | 08/2020 | 01/2021 |
| Aramark | Boise | ID | 01/2020 | 08/2020 |
| Mcdonalds | Boise | ID | 02/2018 | 01/2020 |
| Mcdonalds | Twin Falls | ID | 06/2013 | 02/2018 |
RENTAL PROPERTY; INV RELATED; BOISE, ID; 100% OWNERSHIP; START 10/01/2023; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-29 |
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