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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 | 2025-08-19 |
| TX | RA | APPROVED | 2025-08-19 |
| WA | RA | APPROVED | 2025-08-19 |
Branch Locations
1300 Sw 5Th Fl 18Th Fl, Portland, OR 97201 • United States
9755 Sw Barnes Rd Ste 290, Portland, OR 97225 • United States
700 Washington St 5Th Fl [Ox-Rbo], Vancouver, WA 98660 • United States
1300 Sw 5Th Ave 15Th Fl [Oo-Rbo], Portland, OR 97201 • United States
5400 Sw Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 10/2008 | 09/2018 |
| Wells Fargo Funds Distributor, Llc. | San Francisco | CA | 09/2018 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 08/2020 | 08/2025 |
| J.P. Morgan Securities Llc | Portland | OR | 08/2020 | 08/2025 |
| Wells Fargo Funds Management, Llc | San Francisco | CA | 09/2018 | 01/2020 |
| Wells Fargo Na | San Francisco | CA | 09/2018 | 01/2020 |
| Unemployed | Tigard | OR | 02/2020 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-07 |
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