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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| AZ | RA | APPROVED | 2024-01-31 |
| MT | RA | APPROVED | 2023-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 10/2022 | Present |
| The Ranch Club | Missoula | MT | 07/2022 | 10/2022 |
| Boise State University | Boise | ID | 05/2016 | 01/2017 |
| Saddleback Community College | Mission Viejo | CA | 01/2017 | 05/2018 |
| University Of Montana | Missoula | MT | 05/2018 | 05/2022 |
HUMPHREY PLANNING LLC; INV RELATED; MISSOULA, MT; LLC USED FOR PAYMENT PURPOSES; 100% OWNERSHIP; START DATE 06/03/2025; 40 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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