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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 | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 08/2023 | Present |
| Iron Horse Golf Club | Whitefish | MT | 05/2017 | 08/2019 |
| University Of Montana | Missoula | MT | 08/2016 | 05/2022 |
| City Of Missoula-Community Planning, Development, And Innovation | Missoula | MT | 05/2018 | 08/2018 |
| University Of Montana | Missoula | MT | 07/2020 | 10/2022 |
| University Of Montana | Missoula | MT | 10/2022 | 07/2023 |
| Eagle Bend Golf Club | Bigfork | MT | 05/2020 | 07/2020 |
| Ranch Club Golf Course | Missoula | MT | 05/2021 | 09/2022 |
| Common Power | Seattle | WA | 08/2020 | 05/2022 |
MISSOULA HOUSING AUTHORITY; NOT INV. RELATED; MISSOULA, MT; COMMISSIONER; START DATE 6/26/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, ESTABLISH POLICY; VOTE ON CHANGES TO POLICY, VOTE ON APPROVING MHA'S ANNUAL BUDGET, ADVISE ON ACCEPTALBE LAWSUIT SETTLEMENTS, ADVISE THE MHA ON HIGH LEVEL STRATEGY TO SUPPORT AFFORDABLE HOUSING IN THE MISSOULA AREA, PROVIDE OVERSIGHT AND APPROVE LARGE SCALE ISSUES. THESAURI ASTRA, LLC; INV RELATED;MISSOULA,MT; ADVISORY PRACTICE COMPENSATION MANAGEMENT;100% OWNERSHIP; START DATE: 07/20/2026; 240 HRS PER MONTH; 240 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
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