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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-05-25
TX RA APPROVED 2014-04-04
OR RA APPROVED 2014-04-02
WA RA APPROVED 2014-04-02
  • AZ RA
    APPROVED
    Since 2021-05-25
  • TX RA
    APPROVED
    Since 2014-04-04
  • OR RA
    APPROVED
    Since 2014-04-02
  • WA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Lake Oswego OR 12/2009 11/2016
Wells Fargo Clearing Services, Llc Lake Oswego OR 11/2016 Present
Other Businesses

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; | |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-01
  • S66 Uniform Combined State Law Examination
    2014-04-01
Other Names
  • Natasha Kantor

View on SEC IAPD

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