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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-19 |
| TX | RA | APPROVED | 2018-06-25 |
| ID | RA | APPROVED | 2018-05-15 |
Branch Locations
101 S Capitol Blvd Ste 700, Boise, ID 83702 • United States
Rochester, NY • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 02/2018 | Present |
| Pricewaterhousecoopers | Seattle | WA | 09/2015 | 01/2018 |
CPA LICENSE; NOT INVESTMENT RELATED; BOISE,ID; CERTIFIED PUBLIC ACCOUNTANT; START DATE 12/01/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; CPA LICENSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-15 |
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