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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 | 2022-01-03 |
| WA | RA | APPROVED | 2022-01-03 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
6785 Sw Beaverton Hillsdale Hwy, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tualatin | OR | 06/2021 | Present |
| Wells Fargo Bank, Na | Tualatin | OR | 04/2016 | Present |
WISH UPON A PLANE LLC, NOT INV RELATED, NEWBERG, OR, VACATION PLANNER, START 11/1/2023, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, TRAVEL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-03 |
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