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2800 Main Street, Vancouver, WA 98663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-28 |
| WA | RA | APPROVED | 2021-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 07/2021 |
| Uta, Llc | Vancouver | WA | 07/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | 12/2022 |
1) Bear Cap LLC. Not investment related. 8672 SE 133rd Pl Happy Valley, OR 97086. Rental Property. Owner. Start 1/2020. 2 Hr/Mo. 0 Trading Hr/Mo. Maintain rents,property, pay taxes. 2) Rental Property. Not investment related. 2804-2806 Main St, Vancouver, WA 98663. Rental Property. Owner. Start 4/2021. 2 Hr/Mo, 0 Trading Hr.Manage rental property. 3) Kelly International; Not Investment Related; 4513 NE 91st Way, Vancouver, WA 98665; Clothing, Manufacturing, Retail Clothing sales; CEO; 5/5/2022; 10 hrs/mo; 0 during trading; manufacturing and sale of clothing online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-09 |
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