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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2020-09-10 |
| OR | RA | APPROVED | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Corvallis | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corvallis | OR | 11/2016 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Corvallis | OR | 06/2017 | 08/2018 |
| Raymond James Financial Services, Inc. | Corvallis | OR | 08/2018 | Present |
(1)Name of Business: Address: 241 Lee Way, Donnelly, ID, 93615, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Dunning Farms Address: 13402 Sunnyslope Road, Caldwell, ID, 83607, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: planning (3)Name of Business: Dunning Wealth Management Address: 439 E Shore Dr, STE 210, Eagle, ID, 83616, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of Dunning Wealth Management, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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