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Kelsey Lynn Rubens

Wells Fargo Clearing Services, LLC

Boise, ID

Great Falls, MT

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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
MT RA APPROVED 2018-06-06
  • MT RA
    APPROVED
    Since 2018-06-06

Branch Locations

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

2215 10Th Ave S, Great Falls, MT 59405 • 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 Bank Na Great Falls MT 11/2014 Present
Wells Fargo Clearing Services Llc Great Falls MT 02/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-05
S63 Uniform Securities Agent State Law Examination 2018-05-11
  • S65 Uniform Investment Adviser Law Examination
    2018-06-05
  • S63 Uniform Securities Agent State Law Examination
    2018-05-11
Other Names
  • Kelsey Smith
  • Kelsey Lynn Smith

View on SEC IAPD

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ARRIEN INVESTMENTS, INC. · BOISE, ID
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U.S. BANCORP ADVISORS, LLC · Boise, ID
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