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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_RES | 2018-08-13 |
| WA | RA | APPROVED | 2011-03-04 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
460 Central Way, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Washington School District | Redmond | WA | 05/2010 | Present |
| Wells Fargo Advisors Llc | Kirkland | WA | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kirkland | WA | 11/2016 | Present |
LAKE WASHINGTON SCHOOL DISTRICT WRESTLING COACH; NON INVESTMENT RELATED; REDMOND WA: COACH, 100 HRS PER MONTH 0 HRS DURING TRADING; COACH WRESTLING. RENTAL PROPERTY HELD BY SELF DIRECTED IRA, INVT RELATED, RONALD,WA, 100% OWNERSHIP, START DATE 7/3/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-21 |
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