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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED_RES | 2020-04-16 |
| ID | RA | APPROVED | 2011-01-03 |
Branch Locations
900 Pier View Dr Stes 200 & 202, Idaho Falls, ID 83402 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salmon | ID | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salmon | ID | 11/2016 | Present |
RENTAL PROPERTY - CAPALDI; INV RELATED; ST. GEORGE, UT; MULTI FAMILY RESIDENCE;100% OWNERSHIP; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-02-11 |
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