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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-22 |
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
13505 Ne 175Th St, Woodinville, WA 98072 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
205 108Th Ave Ne 6Th Fl, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bothell | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bothell | WA | 11/2016 | Present |
CO-TRUSTEE FOR FAMILY TRUST, INV RELATED, BOTHELL, WA, START: 3/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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