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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 | 2024-12-01 |
| WA | RA | APPROVED | 2011-12-08 |
Branch Locations
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
431 39Th Ave Sw, Puyallup, WA 98373 • United States
15806 Meridian Ave E, Puyallup, WA 98375 • United States
10225 Gravelly Lake Dr Sw, Lakewood, WA 98499 • United States
1500 Black Lake Blvd Sw, Olympia, WA 98502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tacoma | WA | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tacoma | WA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; BASKING RIDGE, NJ; START DATE 10/24/2024, 1 HR PER MONTH AND 0 HRS DURING TRADING. LM LLOYD SUPPLEMENTAL BENEFITS TRUST ; INV RELATED; BASKING RIDGE,NJ; TRUSTEE;START DATE: 11/13/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;| .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-24 |
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