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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 | 2021-05-25 |
| TX | RA | APPROVED | 2014-04-04 |
| OR | RA | APPROVED | 2014-04-02 |
| WA | RA | APPROVED | 2014-04-02 |
Branch Locations
5400 Sw Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035 • United States
Gilbert, AZ • United States
40 E Rio Salado Pkwy Ste 525, Tempe, AZ 85281 • United States
Wilsonville, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lake Oswego | OR | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Oswego | OR | 11/2016 | Present |
VACATION RENTAL PROPERTY, INV RELATED, WILSONVILLE, OR, 100% OWNERSHIP WITH SPOUSE, START: 9/29/2022, 4 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; GILBERT, AZ; 100% OWNERSHIP WITH SPOUSE; START DATE 12/2022; 20 HRS PER MONTH; 0 HRS PER MONTH; DUTIES: PROPERTY MANAGEMENT. TRUSTEE FOR AUNT; INV RELATED; PORTLAND, OR; TRUST; TRUSTEE; START DATE: 10/08/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY -MARIGOLD; INV RELATED; WILSONVILLE,OR; LONG TERM RENTAL PROPERTY;50% OWNERSHIP;START DATE: 11/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
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