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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-01 |
Branch Locations
701 Pike Street Suite 2100, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Seattle | WA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 08/2022 |
| D.A. Davidson & Co. | Seattle | WA | 08/2022 | 07/2025 |
| Oppenheimer & Co. Inc. | Seattle | WA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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