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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_RES | 2025-10-13 |
| MT | RA | APPROVED | 2025-04-22 |
| ID | RA | APPROVED | 2025-04-03 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
3553 Union Pacific St, Missoula, MT 59808 • United States
1800 S Russell St, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Missoula | MT | 06/2014 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Missoula | MT | 07/2017 | 09/2022 |
| Raymond James Financial Services | Missoula | MT | 09/2022 | 11/2022 |
| Raymond James Financial Services Advisors | Missoula | MT | 09/2022 | 11/2022 |
| Lpl Financial Llc | Hamilton | MT | 11/2022 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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