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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 | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States
5885 Meadow Rd 860 [Satellite], Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Oswego | OR | 10/2012 | 02/2019 |
| Edward Jones | St. Louis | MO | 03/2019 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Lake Oswego | OR | 08/2024 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-27 |
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