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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 | 2026-03-18 |
Branch Locations
999 3Rd Ave, Seattle, WA 98104 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
777 108Th Ne Ste 2500, Bellevue, WA 98004 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-24 |
Branch Locations
999 3Rd Ave Ste 4000, Seattle, WA 98104 • United States
777 108Th Ave Ne Ste 2500, Bellevue, WA 98004 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Financial Services | Seattle | WA | 08/2012 | 02/2024 |
| Russell Implementation Services Inc. Part Of Russell Investments | Seattle | WA | 06/2016 | 02/2024 |
| Wells Fargo Clearing Services | Seattle | WA | 09/2024 | Present |
| Wells Fargo Clearing Services | Seattle | WA | 12/2024 | Present |
| Unemployed | Seattle | WA | 02/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
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