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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 | 2025-11-13 |
| WA | RA | APPROVED | 2025-11-13 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
14725 Sw Teal Blvd, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hillsboro | OR | 05/2018 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Hillsboro | OR | 08/2016 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Beaverton | OR | 09/2025 | Present |
| Wells Fargo Bank, Na | Beaverton | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
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