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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 | 2016-09-13 |
| AK | RA | APPROVED | 2007-09-14 |
| OR | RA | APPROVED | 2007-09-14 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
Paortland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Portland | OR | 05/2009 | Present |
| Aley Wealth Management | Portland | OR | 09/2007 | Present |
ALEY WEALTH MANAGEMENT; INVESTMENT RELATED; CLACKAMAS,OR; 100% OWNERSHIP; START DATE 10/1/2011; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; OWNER OF FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, SOLDOTNA, AK, START: 7/7/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. ALEY GP, LLC ; INV RELATED; PORTLAND, OR; THIS ENTITY WAS FORMED IN ORDER TO SELL 10% OF ALEY GP LLC/MERCHANT PARTNERSHIP;90% OWNERSHIP% OWNERSHIP; START DATE: 02/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-29 |
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