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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-18 |
| WA | RA | APPROVED | 2017-05-19 |
Branch Locations
10500 Ne 8Th St Ste 1500, Bellevue, WA 98004 • United States
Olympia, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sammamish | WA | 05/2012 | 11/2016 |
| Wells Fargo Bank Na | Sammamish | WA | 09/2005 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Sammamish | WA | 11/2016 | 05/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2017 | Present |
| Cetera Investment Advisers Llc | Olympia | WA | 05/2017 | Present |
| Heritage Bank | Olympia | WA | 05/2017 | Present |
1. VOLUNTEER SPORTS COACH FOR MT SI YOUTH WILDCATS BASKETBALL, 5/HRS/WK 2. VOLUNTEER SPORTS COACH FOR WILDCATS BASEBALL CLUB, 5/HRS/WK 3. VOLUNTEER FLAG FOOTBALL HEAD COACH FOR I9 SPORTS, 2/HRS/WK 4. VOLUNTEER BASEBALL ASSISTANT COACH FOR FALLS LITTLE LEAGUE, 8/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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