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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-20 |
| WA | RA | APPROVED | 2025-06-20 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Eugene | OR | 06/2012 | 11/2016 |
| Wells Fargo Bank Na | Eugene | OR | 11/2009 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Eugene | OR | 11/2016 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Eugene | OR | 03/2025 | Present |
| Wells Fargo Bank, Na | Eugene | OR | 03/2025 | Present |
| Certified Technical Services | Douz | 02/2019 | 05/2023 | |
| Unemployed | Springfield | OR | 05/2023 | 09/2023 |
| Oregon Community Credit Union | Springfield | OR | 09/2023 | 07/2024 |
| Lane County Sheriff | Eugene | OR | 08/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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