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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 | 2015-04-07 |
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
555 110Th Ave Ne 10Th 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 | Bellevue | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; BELLEVUE, WA; 100% OWNERSHIP WITH SPOUSE; START DATE 8/1/2005; 1 HOUR PER MONTH; 0 DURING TRADING; DUTIES ARE PROPERTY MANAGER/LANLORD. RENTAL PROPERTY; INVESTMENT RELATED; BOTHELL, WA; 100% OWNERSHIP WITH SPOUSE; START DATE 6/1/2005; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES ARE PROPETY MANAGER/ LANDLORD. RENTAL PROPERTY; INV RELATED; WHISTLER, BC, CANADA; 100% OWNERSHIP WITH SPOUSE; START 3/12/2016; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. RENTAL PROPERTY, INV RELATED, BELLEVUE, WA, 100% OWNERSHIP WITH SPOUSE, START 8/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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