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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
OR RA APPROVED 2025-04-14
WA RA APPROVED 2025-04-14
  • OR RA
    APPROVED
    Since 2025-04-14
  • WA RA
    APPROVED
    Since 2025-04-14

Branch Locations

440 Se 181St Ave, Portland, OR 97233 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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
Wells Fargo Clearing Services, Llc Portland OR 01/2025 Present
Wells Fargo Bank, Na Portland OR 12/2021 Present
Dairy Queen Troutdale OR 01/2019 12/2021
Sam Barlow High School Gresham OR 09/2015 06/2019
Amazon Troutdale OR 09/2021 10/2021
  • 01/2025 → Present
    Portland, OR
  • 12/2021 → Present
    Wells Fargo Bank, Na
    Portland, OR
  • 01/2019 → 12/2021
    Dairy Queen
    Troutdale, OR
  • 09/2015 → 06/2019
    Sam Barlow High School
    Gresham, OR
  • 09/2021 → 10/2021
    Amazon
    Troutdale, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-14
S63 Uniform Securities Agent State Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-04-14
  • S63 Uniform Securities Agent State Law Examination
    2025-03-21

View on SEC IAPD

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