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Erica Rose-Orth Storey

Wells Fargo Clearing Services, LLC

Spokane, WA

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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
TX RA APPROVED 2024-05-30
WA RA APPROVED 2024-05-24
  • TX RA
    APPROVED
    Since 2024-05-30
  • WA RA
    APPROVED
    Since 2024-05-24

Branch Locations

41 W Riverside Ave Stes 400 & 500, Spokane, WA 99201 • 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
Latah Bistro Spokane WA 08/2021 11/2021
Oakland Companies, Llc Minot ND 01/2020 01/2021
Pjs Pub Spokane WA 03/2021 09/2021
Latah Bistro Spokane WA 09/2011 09/2016
Western Governors University Salt Lake City UT 02/2016 10/2019
Unemployed Del Coco Beach 11/2019 12/2019
Equitable Advisors, Llc New York NY 10/2021 11/2022
Wells Fargo Clearing Services, Llc Spokane WA 11/2022 Present
  • 08/2021 → 11/2021
    Latah Bistro
    Spokane, WA
  • 01/2020 → 01/2021
    Oakland Companies, Llc
    Minot, ND
  • 03/2021 → 09/2021
    Pjs Pub
    Spokane, WA
  • 09/2011 → 09/2016
    Latah Bistro
    Spokane, WA
  • 02/2016 → 10/2019
    Western Governors University
    Salt Lake City, UT
  • 11/2019 → 12/2019
    Unemployed
    Del Coco Beach
  • 10/2021 → 11/2022
    Equitable Advisors, Llc
    New York, NY
  • 11/2022 → Present
    Wells Fargo Clearing Services, Llc
    Spokane, WA
Other Businesses

RENTAL PROPERTY - WISCOMB; INV RELATED; SPOKANE, WA; RENTAL;100% OWNERSHIP; START DATE: 08/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2022-01-12
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-12
Other Names
  • Erica Rose Orth
  • Erica Storey
  • Erica Rose Orth-Storey

View on SEC IAPD

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Other Offices

VORPAHL WING ADVISORS, INC. · SPOKANE, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · Spokane, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Spokane, WA
OSAIC WEALTH, INC. · SPOKANE, WA
OSAIC ADVISORY SERVICES, LLC · Spokane, WA

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