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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 | 2024-03-08 |
| WA | RA | APPROVED | 2024-03-08 |
Branch Locations
1180 Nw Maple St Suite 150, Issaquah, WA 98027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Seattle | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Issaquah | WA | 03/2024 | Present |
CEDAR CREEK WEALTH MANAGEMENT LLC; INV RELATED; ISSAQUAH, WA; 33.33% OWNERSHIP; START DATE 3/8/2024; 10 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE. NPPT VENTURES LLC; INV RELATED; ISSAQUAH, WA; 100% OWNERSHIP; START 03/08/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE. CEDAR CREEK WEALTH MANAGEMENT LLC; INV RELATED; 33% OWNERSHIP; START 11/06/2023; 20 HOURS PER MONTH; 1 HOUR DURING TRADING; FINET PRACTICE. RENTAL PROPERTY - 3418; INV RELATED;LAKE TAPPS,WA; APARTMENT ;50% OWNERSHIP; START DATE: 05/13/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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