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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States
360 Sw Bond Street 210 [Satellite], Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bend | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bend | OR | 05/2025 | Present |
ST FRANCIS OF ASSISI CATHOLIC SCHOOL, INV RELATED, BEND, OR, BUDGET COMMITTEE CHAIRPERSON, START 8/1/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF INCOME, EXPENSE, AND REVIWING PALANCE SHEET, REPORTING VARIANCES. LEGACY OF FAITH CATHOLIC COMMUNITY FOUNDATION ; NOT INV RELATED; REDMOND, OR; BOARD MEMBER; START DATE: 01/01/2026; 2 HRS PER MONTH; 2 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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