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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 | 2023-08-07 |
Branch Locations
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 Bank, N.A. | Auburn | WA | 07/2014 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Auburn | WA | 10/2018 | 06/2021 |
| Uber | Seattle | WA | 01/2016 | 12/2019 |
| Lyft | Seattle | WA | 02/2016 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 07/2021 | 06/2023 |
| J.P. Morgan Securities Llc | Bellevue | WA | 07/2021 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 07/2023 | Present |
| Wells Fargo Bank, Na | Bellevue | WA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-13 |
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