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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 | 2024-06-06 |
| ID | RA | APPROVED | 2024-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 01/2024 | Present |
| Homebridge Financial / Cmg Home Loans | Eagle | ID | 10/2020 | 09/2023 |
| Blacksmith International | San Clemente / Salt Lake City | CA | 01/2012 | 09/2016 |
| Stance | San Clemente | CA | 09/2016 | 04/2020 |
| Covid - Frlo | San Clemente | CA | 04/2020 | 10/2020 |
| Laid Off Due To Mortgage Industry Downturn. | Star | ID | 09/2023 | 01/2024 |
SUMPTER COVER HOA - CAM PROPERTY MANAGEMENT; NOT INV RELATED; MERIDIAN, ID; TREASUER; START DATE 4/1/2024; LESS THAN 1 HOUR PER MONTH; 0 DURING TRADING; ATTENDING MEETINGS, REVIEWING BANK STATEMENTS, ENSURING MONTLY HOA BILLS ARE PAID BY PROPERTY MANAGEMENT COMPANY, AND VOTING ON PAINT COLORS FOR HOMES/GARAGES AND ANY LANDSCAPING CHANGES. SUMPTER COVE HOMEOWNERS ASSOCIATION ; NOT INV RELATED;MERIDIAN,ID; HOA; BOARD MEMBER; START DATE: 03/16/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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