Best Investors Account Sign in

Joel Michael Kosoff

Wells Fargo Clearing Services, LLC

Post Falls, ID

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-05-03
  • ID RA
    APPROVED
    Since 2024-05-03

Branch Locations

1026 E Polston Ave, Post Falls, ID 83854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Hayden Lake ID 01/2024 Present
Wells Fargo Bank, Na Hayden Lake ID 11/2020 Present
Jimmy Johns Moscow ID 09/2014 11/2020
  • 01/2024 → Present
    Wells Fargo Clearing Services, Llc
    Hayden Lake, ID
  • 11/2020 → Present
    Wells Fargo Bank, Na
    Hayden Lake, ID
  • 09/2014 → 11/2020
    Jimmy Johns
    Moscow, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-03
S63 Uniform Securities Agent State Law Examination 2024-04-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-08
Other Names
  • Joel Kosoff

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
NORTHERN CAPITAL MANAGEMENT, INC.
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
LPL ENTERPRISE, LLC
HEDONOVA ADVISORS LLC

Other Investors

MATTHEW DAVID ALTMEYER
DAVID B HOLLOWAY
Jordan T Root
Rusty Madsen
Peter A Zeman
TODD MICHAEL BANDUCCI
SUZANNE MARIE BREESNEE
FREDERICK CARL OSTERMEYER

Other Offices

LPL FINANCIAL LLC · POST FALLS, ID
NORTHERN CAPITAL MANAGEMENT, INC. · POST FALLS, ID
EDWARD JONES · POST FALLS, ID
EDWARD JONES · POST FALLS, ID
AMERITAS ADVISORY SERVICES, LLC · POST FALLS, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Post Falls, ID
AMERICAN INDEPENDENT SECURITIES GROUP, LLC · Post Falls, ID
LPL ENTERPRISE, LLC · POST FALLS, ID

More in Post Falls, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor