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KARI B BOXLEITNER
KARI LYNN BATES, KARI BOXLEITNER, KARI KEGERRAS
CRD#: 2841811
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1073 N LINCOLN AVE.
[PROFIT FORMULA]
LOVELAND, CO 80537
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2008 - Present (17 years)BA. G. EDWARDS & SONS, INC. (CRD# 4)1998 - 2008 (9 years)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1997 - 1998 (<1 year)BLINSCO/PRIVATE LEDGER CORP. (CRD# 6413)1997 - 1997 (<1 year)IAA. G. EDWARDS & SONS, INC. (CRD# 4)1999 - 2008 (9 years)
License(s)

State Registrations

B
Alaska 1/22/2008

B
Montana 4/9/2019

B
Arizona 12/1/2009

B
Nebraska 12/1/2009

B
Arkansas 10/25/2019

B
Nevada 12/7/2012

B
California 12/1/2009

B
New Hampshire 12/1/2009

B
Colorado 1/1/2008

B
New Mexico 8/30/2016

IA
Colorado 1/1/2008

B
New York 1/2/2014

B
Connecticut 7/30/2024

B
North Carolina 12/5/2011

B
Florida 1/1/2008

B
Ohio 7/1/2015

B
Georgia 12/1/2009

B
Oklahoma 1/1/2008

B
Idaho 12/1/2009

B
Oregon 12/1/2009

B
Illinois 12/1/2009

B
Pennsylvania 12/1/2009

B
Indiana 11/15/2024

B
South Dakota 6/16/2014

B
Iowa 3/9/2021

B
Tennessee 2/17/2017

B
Kansas 12/1/2009

B
Texas 12/1/2009

B
Kentucky 7/12/2023

IA
Texas 12/11/2009

B
Louisiana 10/29/2019

B
Utah 11/13/2019

B
Maryland 3/12/2014

B
Virginia 12/1/2009

B
Michigan 12/1/2009

B
Washington 12/1/2009

B
Minnesota 11/22/2023

B
Wisconsin 12/1/2009

B
Mississippi 12/1/2009

B
Wyoming 12/1/2009

B
Missouri 12/1/2009

SRO Registrations

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
1073 N LINCOLN AVE. [PROFIT FORMULA], LOVELAND, CO 80537
Registered with this firm since 1/1/2008

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1073 N LINCOLN AVE. [PROFIT FORMULA], LOVELAND, CO 80537
Registered with this firm since 1/1/2008

Previous Registration(s)
th hidden textth hidden textNameLocation
B
02/09/1998 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) LOVELAND, CO
IA
01/01/1999 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) LOVELAND, CO
B
05/07/1997 - 02/27/1998 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
B
02/03/1997 - 04/21/1997 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) FORT MILL, SC
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.