Best Investors Account Sign in

Nathalia Case

Wells Fargo Clearing Services, LLC

Portland, OR

Vancouver, WA

Claim This Profile
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
OR RA APPROVED 2026-01-01
WA RA APPROVED 2026-01-01
  • OR RA
    APPROVED
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2026-01-01

Branch Locations

1610 Ne 122Nd Ave, Portland, OR 97230 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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 Portland OR 10/2025 Present
Wells Fargo Bank, Na Portland OR 06/2023 Present
Walmart Clackamas OR 12/2021 07/2023
Chipotle Clackamas OR 06/2021 09/2021
Clackamas High School Clackamas OR 09/2019 06/2022
Rock Creek Middle School Clackamas OR 09/2016 06/2019
  • 10/2025 → Present
    Wells Fargo Clearing Services, Llc
    Portland, OR
  • 06/2023 → Present
    Wells Fargo Bank, Na
    Portland, OR
  • 12/2021 → 07/2023
    Walmart
    Clackamas, OR
  • 06/2021 → 09/2021
    Chipotle
    Clackamas, OR
  • 09/2019 → 06/2022
    Clackamas High School
    Clackamas, OR
  • 09/2016 → 06/2019
    Rock Creek Middle School
    Clackamas, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
S63 Uniform Securities Agent State Law Examination 2025-12-04
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
  • S63 Uniform Securities Agent State Law Examination
    2025-12-04

View on SEC IAPD

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor