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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 | 2025-05-21 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States
5885 Meadow Rd 860 [Satellite], Lake Oswego, OR 97035 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 05/2025 | Present |
RENTAL PROPERTY, INV RELATED, SISTERS, OR, 100% OWNERSHIP, START 6/20/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING,| ELITE PERFORMANCE MASTERY LLC, NOT INV RELATED, PORTLAND, OR, 100% OWNERSHIP WITH SPOUSE, START 2/15/2021, 8 HOURS PER MONTH, ZERO DURING TRADING, PERSONAL TRAINING, HEALTH & WELLNESS AND HUMAN PERFORMANCE.| LAKOTA HOA, NOT INVT RELATED, PORTLAND, OR, PRESIDENT, START DATE 10/7/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REPRESENTING HOMEOWNERS AND MAKING DECISION ON REPAIRS.| STERLING COMMUNITY MANAGEMENT, NOT INVT RELATED, PORTLAND, OR, HOA PRESIDENT, START DATE 1/1/2025, 10 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING MONTHLY REPORT FROM THE COMMUNITY MANAGER. | MEMENTO, LLC; NOT INV RELATED; PORTLAND, OR; 100% OWNED BY SPOUSE - STRATEGY CONSULTANT; 04/2025; 2 HOURS PER MONTH; 0 DURING TRADING; FOREST AND LAND MANAGEMENT AND HOSTING EVENTS| CONTINUITY GROUP LLC; INV RELATED; SPRINGFIELD, OR; START DATE 5/19/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; ADMIN COMPANY BUELL PERFORMANCE GROUP LLC; INV RELATED; PORTLAND, OR; SERVICE PROVIDING CO;100% OWNERSHIP; START DATE: 10/10/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; BUELL FAMILY OFFICE LLC ; INV RELATED;PORTLAND,OR; 100% OWNERSHIP; START DATE: 05/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
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