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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 | 2026-06-01 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
700 Washington St Ste 501, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Kenmore | WA | 08/2012 | 04/2018 |
| Bank Of America, N.A. | Kenmore | WA | 08/2012 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Vancouver | WA | 05/2026 | Present |
| Fisher Investments | Camas | WA | 04/2018 | 05/2019 |
| Principal Life Insurance Company | Lake Oswego | OR | 08/2019 | 09/2019 |
| Principal Securities Incorporated | Lake Oswego | OR | 08/2019 | 09/2019 |
| E*Trade Securities Llc | Portland | OR | 09/2019 | 08/2020 |
| E*Trade Capital Management, Llc | Portland | OR | 09/2019 | 08/2020 |
| Unemployed | Seattle | WA | 06/2019 | 07/2019 |
| Jp Morgan Chase Bank, N.A. | Vancouver | WA | 08/2020 | 05/2026 |
| Jp Morgan Securities, Llc | Vancouver | WA | 08/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-06 |
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