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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 | 2024-01-05 |
| ID | RA | APPROVED | 2017-08-31 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
1303 Addison Ave E, Twin Falls, ID 83301 • United States
602 E St, Rupert, ID 83350 • United States
130 E Main Street, Burley, ID 83318 • United States
100 E Main St, Jerome, ID 83338 • United States
411 N Main St, Ketchum, ID 83340 • United States
210 E Jackson St, Mountain Home, ID 83647 • United States
100 S Main St, Hailey, ID 83333 • United States
1864 Blue Lakes Blvd N, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Rexburg | ID | 05/2014 | Present |
| Wells Fargo Advisors, Llc | Rexburg | ID | 08/2016 | 11/2016 |
| Doterra | Pleasant Grove | UT | 03/2012 | Present |
| Wells Fargo Clearing Services, Llc | Rexburg | ID | 11/2016 | Present |
DOTERRA, NOT INV RELATED, PLEASANT GROVE, UT, WELLNESS ADVOCATE, START: 10/29/2016, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: MULTI LEVEL MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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