Best Investors Account Sign in
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 2025-08-08
  • WA RA
    APPROVED
    Since 2025-08-08

Branch Locations

1201 Pacific Ave 11Th Fl [Xq-Rbo], Tacoma, WA 98402 • 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 Auburn WA 05/2025 Present
Wells Fargo Bank, Na Auburn WA 01/2024 Present
Coupilia Kirkland WA 08/2014 11/2019
Fmtc Austin TX 11/2019 01/2024
  • 05/2025 → Present
    Auburn, WA
  • 01/2024 → Present
    Wells Fargo Bank, Na
    Auburn, WA
  • 08/2014 → 11/2019
    Coupilia
    Kirkland, WA
  • 11/2019 → 01/2024
    Fmtc
    Austin, TX
Other Businesses

FMTC(ForMeToComplete); NOT INV RELATED; AUSTIN, TX; AFFILIATE MARKETING AGGREGATOR; START DATE 01/01/2024; 20 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS| TRUST FOR UNCLE; INV RELATED; EDGEWOOD, WA; CO-TRUSTEE; START DATE 05/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-07
S63 Uniform Securities Agent State Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-08-07
  • S63 Uniform Securities Agent State Law Examination
    2025-07-16
Other Names
  • Erin Marie Marshall
  • Erin Jones

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tacoma, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor