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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED | 2015-11-10 |
| OR | RA | APPROVED | 2010-09-09 |
Branch Locations
9755 Sw Barnes Rd Ste 290, Portland, OR 97225 • United States
18700 N Hayden Rd Ste 525, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | Present |
JCJ PROPERTIES LLC, INV RELATED, PORTLAND, OR, 100% OWNERSHIP, START 2/3/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRAIDNG, HOLDS RENTAL PROPERTY.| RENTAL PROPERTY, INV RELATED, WESTERVILLE, OH, 100% OWNERSHIP, START 4/10/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.| RENTAL PROPERTY (1); INV. RELATED; WESTERVILLE, OH; 100% OWNERSHIP; START DATE 12/2022; 0 HRS PER MONTH.| RENTAL PROPERTY (2); INV. RELATED; WESTERVILLE, OH; 100% OWNERSHIP; START DATE 12/2022; 0 HRS PER MONTH.| RENTAL PROPERTY, INVESTMENT RELATED, PORTLAND, OR, 100% OWNERSHIP W/ SPOUSE, START 8/25/2023, 0 HOURS PER MONTH, 0 HOURS DURING TRADING.| BEAVERTON ARTS FOUNDATION DBA PATRICA RESER CENTER FOR THE ARTS; NOT INV RELATED; BEAVERTON, OR; PERFORMING ARTS FOR THE COMMUNITY; INVESTMENT COMMITTEE MEMBER; START DATE 12/16/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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