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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-08 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
9755 Sw Barnes Rd Suite 295, Portland, OR 97225 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2025-07-31 |
Branch Locations
5400 Sw Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035 • United States
9755 Sw Barnes Rd Ste 290, Portland, OR 97225 • United States
Beaverton, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Portland | OR | 12/2004 | 11/2021 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 03/2017 | 11/2021 |
| Raymond James & Associates, Inc. | Santa Rosa | CA | 11/2021 | 01/2023 |
| Ameriprise Financial Services, Llc | San Francisco | CA | 01/2023 | 11/2024 |
| Wells Fargo Clearing Services, Llc ( | Seattle | WA | 07/2025 | Present |
| Job Search | Santa Rosa | CA | 11/2024 | 07/2025 |
| Wells Fargo Advisors Financial Network | Portland | OR | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
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