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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| WA | RA | APPROVED | 2018-03-29 |
Branch Locations
8405 Ne Vancouver Mall Drive, Vancouver, WA 98662 • United States
Yacolt, WA • 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 | Portland | OR | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 02/2018 |
| Twinstar Credit Union | Vancouver | WA | 03/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2018 | Present |
| Cetera Investment Advisers Llc | Vancouver | WA | 03/2018 | Present |
1.) BASKETBALL REFEREE FOR EVERGREEN BASKETBALL OFFICIALS ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
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