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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 | 2025-01-04 |
Branch Locations
8502 160Th Ave Ne, Redmond, WA 98052 • 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 | Redmond | WA | 05/2024 | Present |
| Wells Fargo Bank, Na | Redmond | WA | 05/2024 | Present |
| Bank Of America | Bellevue | WA | 11/2018 | 07/2023 |
| Movement Mortgage | Bellevue | WA | 12/2017 | 11/2018 |
| Bank Of America | Kirkland | WA | 08/2005 | 11/2017 |
| Unemployed | Bellevue | WA | 07/2023 | 05/2024 |
RENTAL PROPERTY, INV RELATED, GIG HARBOR, WA, 100% OWNERSHIP, START 3/7/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD; UBER; NOT INV RELATED; BELLEVUE, WA; DRIVER; START 08/10/2024; 15 HOURS PER MONTH; 0 HOURS DURING TRADING; DRIVER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-14 |
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