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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
WA RA APPROVED 2025-10-13
  • WA RA
    APPROVED
    Since 2025-10-13

Branch Locations

19501 State Route 2, Monroe, WA 98272 • United States

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • 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 Monroe WA 03/2025 Present
Wells Fargo Bank, Na Monroe WA 08/2019 Present
Fred Meyer Monroe WA 06/2018 08/2019
Stay At Home Mom Monroe WA 09/2014 06/2018
  • 03/2025 → Present
    Monroe, WA
  • 08/2019 → Present
    Wells Fargo Bank, Na
    Monroe, WA
  • 06/2018 → 08/2019
    Fred Meyer
    Monroe, WA
  • 09/2014 → 06/2018
    Stay At Home Mom
    Monroe, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-11
S63 Uniform Securities Agent State Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-10-11
  • S63 Uniform Securities Agent State Law Examination
    2025-07-07

View on SEC IAPD

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