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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-01 |
Branch Locations
9976 Mickelberry Rd Nw, Silverdale, WA 98383 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bainbridge Island | WA | 08/2023 | Present |
| Wells Fargo Bank, Na | Bainbridge Island | WA | 08/2023 | Present |
| North Kitsap School District | Poulsbo | WA | 04/2016 | 12/2020 |
| Kent School District | Kent | WA | 12/2020 | 08/2021 |
| South Kitsap School District | Port Orchard | WA | 08/2021 | 08/2023 |
| Central Kitsap School District | Silverdale | WA | 09/2021 | 06/2023 |
| Port Townsend School District | Port Townsend | WA | 08/2021 | 06/2023 |
| Chief Kitsap Academy | Poulsbo | WA | 10/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
| S66 | Uniform Combined State Law Examination | 2000-01-31 |
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