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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 | 2023-01-26 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
9200 Sw Washington Square Rd, Tigard, OR 97223 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
4233 Ne Sandy Blvd, Portland, OR 97213 • United States
1300 Sw 5Th Ave 2Nd Fl, Portland, OR 97201 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | Present |
CO-TRUSTEE FOR SISTER; INVESTMENT RELATED; PORTLAND, OR; START DATE 10/2012; 5 HRS PER MONTH; LESS THAN 1 HR DURING TRADING. TRUSTEE FOR FATHER; INV. RELATED; PORTLAND, OR; START DATE 1/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, PORTLAND, OR, 100% OWNER, START: 10/20/2017, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. DUPLEX RENTAL PROPERTY, INVT RELATED, PORTLAND, OR, 100% OWNERSHIP, START DATE 1/14/2021, 3 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE PERSONALLY OWNED RENTAL PROPERTY. BASEMENT RENTAL VIA AIR BNB, INVT RELATED, PORTLAND, OR, 100% OWNERSHIP, START DATE 6/1/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-30 |
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