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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-28 |
| WA | RA | APPROVED | 2026-08-28 |
Branch Locations
11900 N.E. 1St Street Suite 300, Building G, Bellevue, WA 98005 • United States
Kalispell, MT • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2018-10-04 |
| WA | RA | APPROVED | 2016-07-07 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
Kalispell, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bellevue | WA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | 08/2026 |
| &Partners | Nashville | TN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
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