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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2026-07-14 |
| MT | RA | APPROVED | 2024-07-17 |
Branch Locations
381 S Santa Claus Ln, North Pole, AK 99705 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
323 W Park St, Livingston, MT 59047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Livingston | MT | 04/2024 | Present |
| Wells Fargo Bank, Na | Livingston | MT | 08/2023 | Present |
| Fifth Third Bank | Nashville | TN | 09/2020 | 07/2023 |
| Wells Fargo Bank | Livingston | MT | 08/2017 | 09/2020 |
| Zip Clinic Urgent Care | Belgrade | MT | 09/2016 | 05/2018 |
| Montana State University | Bozeman | MT | 05/2016 | 05/2017 |
RENTAL PROPERTY; INV RELATED; WAVERLY, TN; 100% OWNERSHIP WITH SPOUSE; START DATE 8/7/2023; LESS THAN 1 HOUR PER MONTH; 0 DURING TRADING; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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