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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-07 |
Branch Locations
606 Columbia Street, Nw Ste 104, Olympia, WA 98501 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lacey | WA | 02/2015 | 11/2016 |
| Wells Fargo Bank, Na | Lacey | WA | 07/1999 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Lacey | WA | 11/2016 | 04/2025 |
| &Partners | Nashville | TN | 05/2025 | Present |
YELM SEVENTH-DAY ADVENTIST CHURCH POSITION: Board Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1999 ADDRESS: Yelm, WA 98597, United States DESCRIPTION: Help with Programs within the church OUR HAPPY VALLEY LLC POSITION: Member NATURE: Rental Properties. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 12/09/2025 ADDRESS: Roy, WA 98580, United States DESCRIPTION: Collect rents, deal with all rental related issues, to include lease updates, repair issues and any other needs the rental tenant may have. PRIVATE RENTAL POSITION: Landlord/Owner NATURE: Rental This rental is not included in the LLC created to hold the other rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: Roy, WA 98580, United States DESCRIPTION: I collect the rent monthly and deal with any needs for the home to ensure everything is in working order. PRIVATE RENTAL POSITION: Landlord/Owner NATURE: Rental This property is not included in the LLC that holds the other rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2025 ADDRESS: Roy, WA 98580, United States DESCRIPTION: I collect the rent monthly and deal with any needs for the home to ensure everything is in working order.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-04 |
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