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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 | 2025-07-10 |
| WA | RA | APPROVED | 2025-07-10 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
2065 River Rd, Eugene, OR 97404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Eugene | OR | 03/2025 | Present |
| Wells Fargo Bank, Na | Eugene | OR | 12/2022 | Present |
| Nautical Life Us | Miami | FL | 11/2020 | 11/2022 |
| Adler Podiatry | North Miami Beach | FL | 01/2020 | 11/2020 |
| Verizon Wireless | Aventura | FL | 09/2019 | 01/2020 |
| The Revenue Optimization Companies (Troc) | Miami | FL | 06/2018 | 09/2019 |
| Marketsource, Inc | Miami | FL | 05/2017 | 06/2018 |
| Target | Miami | FL | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-13 |
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