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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-08 |
Branch Locations
1201 Pacific Ave 11Th Fl [Xq-Rbo], Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-16 |
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