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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 | 2019-07-03 |
| WA | RA | APPROVED | 2019-07-03 |
Branch Locations
2266 Ne Burnside Rd, Gresham, OR 97030 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
3782 Se Hawthorne Blvd, Portland, OR 97214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Oswego | OR | 01/2017 | Present |
| Wells Fargo Clearing Services, Llc | Lake Oswego | OR | 01/2019 | Present |
| Fred Meyer | Newberg | OR | 10/2016 | 10/2017 |
| Garibaldi's Seafood And Fine Dining | Savannah | GA | 03/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-12 |
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