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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-01 |
Branch Locations
13273 Aurora Ave N, Seattle, WA 98133 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Seattle | WA | 06/2025 | Present |
| Wells Fargo Bank, Na | Seattle | WA | 08/2021 | Present |
| Trusted Healthcare Solutions | Sarasota | FL | 01/2021 | 12/2022 |
| J&J Willcare | Venice | FL | 11/2017 | 01/2021 |
| Virtus Academy | Venice | FL | 06/2018 | 05/2019 |
| Invo-Progressus | Sarasota | FL | 12/2017 | 05/2018 |
| Community Abilities And Beyond | Sarasota | FL | 02/2017 | 11/2017 |
| Arc Of Alachua County | Gainesville | FL | 12/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-16 |
| S66 | Uniform Combined State Law Examination | 2013-01-31 |
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