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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-03 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Everett | WA | 09/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Everett | WA | 10/2018 | 06/2021 |
| Smoother Moves And Hauling | Everett | WA | 01/2018 | 07/2019 |
| The Office Butlers | Everett | WA | 08/2016 | 01/2018 |
| 100% Clean | Everett | WA | 08/2020 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Rock Hill | SC | 02/2022 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 06/2021 | 02/2022 |
| Charles Schwab & Co., Inc. | Seattle | WA | 02/2026 | Present |
| Unemployed | Everett | WA | 05/2025 | 01/2026 |
| Charles Schwab Bank | Seattle | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-05 |
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