Best Investors Account Sign in
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
OR RA APPROVED 2025-11-05
WA RA APPROVED 2025-06-09
  • OR RA
    APPROVED
    Since 2025-11-05
  • WA RA
    APPROVED
    Since 2025-06-09

Branch Locations

1751 Molalla Ave, Oregon City, OR 97045 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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
Lincoln Financial Advisors Vancouver WA 08/2016 05/2024
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 05/2024
Nwifl Llc Vancouver WA 06/2024 06/2025
Osaic Wealth Inc Vancouver WA 02/2025 05/2025
Wells Fargo Clearing Services, Llc Vancouver WA 05/2025 Present
  • 08/2016 → 05/2024
    Lincoln Financial Advisors
    Vancouver, WA
  • 05/2024 → 05/2024
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 06/2024 → 06/2025
    Nwifl Llc
    Vancouver, WA
  • 02/2025 → 05/2025
    Vancouver, WA
  • 05/2025 → Present
    Vancouver, WA
Previous Registrations
  • 2025-02-25 → 2025-05-20
    Vancouver, WA
    Vancouver, WA
    Scottsdale, AZ
  • 2016-08-10 → 2024-05-08
    Osaic Fa, Inc.
    Irving, TX
    Fort Wayne, IN
    Houston, TX
    Fort Wayne, IN
    Houston, TX
    Vancouver, WA
    Fort Wayne, IN
  • 2016-05-03 → 2016-07-18
    Plano, TX
Other Businesses

NWIFL LLC; INV RELATED; VANCOUVER, WA; PROFESSIONAL SERVICES; 100% OWNERSHIP; START DATE 06/01/2024; 20 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; ASSISTS BUSINESSES WITH PROCESS IMPROVEMENT, CRM SOFTWARE, AND AUTOMATION SERVICES, INCLUDING SEO-RELATED SERVICES SUCH AS WEB ARTICLE WRITING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-08
S63 Uniform Securities Agent State Law Examination 2015-02-20
  • S65 Uniform Investment Adviser Law Examination
    2016-04-08
  • S63 Uniform Securities Agent State Law Examination
    2015-02-20

View on SEC IAPD

More in Oregon City, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor