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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2025-10-16 |
Branch Locations
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
9150 Glacier Highway, Juneau, AK 99801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Juneau | AK | 07/2025 | Present |
| Wells Fargo Bank, Na | Juneau | AK | 12/2017 | Present |
| Jimmy Johns | Bend | OR | 07/2017 | 12/2017 |
| Domino's | Austin | TX | 11/2014 | 07/2017 |
| Planet Fitness | Bend | OR | 01/2025 | 05/2025 |
| Chipotle | Bend | OR | 02/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-20 |
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