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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
ID RA APPROVED 2026-04-02
  • ID RA
    APPROVED
    Since 2026-04-02

Branch Locations

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

1682 N Main St, Meridian, ID 83642 • 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
Regency International Holdings Llc Boise ID 09/2020 10/2021
Keybank Boise ID 11/2021 02/2026
Japan B.LEague Tokyo 08/2017 09/2020
Washington State University Pullman WA 06/2015 06/2017
Key Investment Services Boise ID 07/2022 02/2026
Wells Fargo Clearing Services, Llc Boise ID 03/2026 Present
Wells Fargo Bank, Na Boise ID 03/2026 Present
Kaymor Financial Holdings Llc Boise ID 01/2024 Present
Bubbly Bee Llc Boise ID 01/2023 Present
Everton Management Group Boise ID 01/2024 Present
Juniper Rentals Llc Boise ID 01/2024 Present
  • 09/2020 → 10/2021
    Regency International Holdings Llc
    Boise, ID
  • 11/2021 → 02/2026
    Keybank
    Boise, ID
  • 08/2017 → 09/2020
    Japan B.LEague
    Tokyo
  • 06/2015 → 06/2017
    Washington State University
    Pullman, WA
  • 07/2022 → 02/2026
    Key Investment Services
    Boise, ID
  • 03/2026 → Present
    Boise, ID
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Boise, ID
  • 01/2024 → Present
    Kaymor Financial Holdings Llc
    Boise, ID
  • 01/2023 → Present
    Bubbly Bee Llc
    Boise, ID
  • 01/2024 → Present
    Everton Management Group
    Boise, ID
  • 01/2024 → Present
    Juniper Rentals Llc
    Boise, ID
Other Businesses

1.) JUNIPER RENTALS LLC POSITION: CEO NATURE: It is a limited Liability company to hold a duplex I own within Idaho. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024- ADDRESS: 784 Clearwater Loop STE F, Post Falls ID 83854, United States DESCRIPTION: I own the interests within this company. No active involvement. 2.) BUBBLY BEE LLC POSITION: co owner NATURE: Coffee/Milk Tea Shop my wife is trying to start with her brother. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7319 W Ashland Dr, Boise ID 83709, United States, DESCRIPTION: CO-OWNER, This is my wife's, small business dream, I just assist with the banking side of things, helping her get the accounts in place and started for her, while she completely runs the operations. I have no active involvement. 3.) EVERTON MANAGEMENT GROUP LLC-POSITION: Chief Manager NATURE: Limited Liability Company that exists to protect liability from managing the various properties me and my extended family owns. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024, ADDRESS: 784 S Clearwater Loop STE F, POST FALLS ID 83854, United States- DESCRIPTION: Owner and organizer through my holding company, No active involvement. 4.) KAYMOR FINANCIAL HOLDINGS LLC- POSITION: Chief Manager NATURE: Limited Liability Company that exists to protect liability from managing the various properties me and my extended family owns. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024, ADDRESS: 30 N Gould St Ste R, Sheridan, WY 82801 USA- DESCRIPTION: Owner and manager of holding company, No active involvement. RENTAL PROPERTY - 10529 ; INV RELATED;BOISE,ID; RESIDENTIAL RENTAL;100% OWNERSHIP; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 12008 ; INV RELATED;HUNTSVILLE,AL; RESIDENTIAL RENTAL;100% OWNERSHIP; START DATE: 12/20/2019; 1 HRS PER MONTH; 0 HRS DURING TRADING; JUNIPER RENTALS, LLC; INV RELATED; BOISE,ID; RENTAL PROPERTY; 100% OWNERSHIP; START DATE: 12/23/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; BUBBLY BEE, LLC ; INV RELATED;BOISE,ID; CAFE PROJECT; 50% OWNERSHIP; START DATE: 01/01/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
S63 Uniform Securities Agent State Law Examination 2022-10-11
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02
  • S63 Uniform Securities Agent State Law Examination
    2022-10-11

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