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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 | 2026-08-04 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1735 W Oak St Ste G, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bozeman | MT | 05/2026 | Present |
| Wells Fargo Bank, Na | Bozeman | MT | 05/2026 | Present |
| Unemployed | Lakewood | CO | 11/2019 | 05/2026 |
| Edward Jones | Denver | CO | 12/2018 | 11/2019 |
| Unemployed | Lakewood | CO | 01/2016 | 12/2018 |
Blue Water Escape Type of business: Rental Property Bradenton Beach, FL Start date: 8/30/2017 Owner Hours per week: 0 Hours during trading: 0 Managed by a property management company. Responsible for financially caring for the property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-17 |
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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