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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
MT RA APPROVED 2024-06-20
  • MT RA
    APPROVED
    Since 2024-06-20

Branch Locations

175 N 27Th St 1St & 5Th Fls, Billings, MT 59101 • United States

3039 Grand Ave Ste E, Billings, MT 59102 • United States

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • 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 Billings MT 02/2024 Present
Wells Fargo Bank, Na Billings MT 02/2024 Present
Self Employed Billings MT 03/2018 Present
Rocky Mountain Bank Billings MT 03/2023 02/2024
Wells Fargo Bank Billings MT 04/2021 03/2023
Texas Roadhouse Billings MT 06/2018 05/2019
Rio Sabinas Billings MT 05/2017 06/2018
Mackenzie River Pizza Co. Billings MT 07/2016 05/2017
Billings Senior High School Billings MT 08/2013 05/2017
Montana Beauty Institute Billings MT 03/2018 05/2018
  • 02/2024 → Present
    Billings, MT
  • 02/2024 → Present
    Wells Fargo Bank, Na
    Billings, MT
  • 03/2018 → Present
    Self Employed
    Billings, MT
  • 03/2023 → 02/2024
    Rocky Mountain Bank
    Billings, MT
  • 04/2021 → 03/2023
    Wells Fargo Bank
    Billings, MT
  • 06/2018 → 05/2019
    Texas Roadhouse
    Billings, MT
  • 05/2017 → 06/2018
    Rio Sabinas
    Billings, MT
  • 07/2016 → 05/2017
    Mackenzie River Pizza Co.
    Billings, MT
  • 08/2013 → 05/2017
    Billings Senior High School
    Billings, MT
  • 03/2018 → 05/2018
    Montana Beauty Institute
    Billings, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-19
S63 Uniform Securities Agent State Law Examination 2024-05-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-19
  • S63 Uniform Securities Agent State Law Examination
    2024-05-28
Other Names
  • Abby R Lambert
  • Abby Rose Lambert

View on SEC IAPD

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