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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 | 2024-03-07 |
| WA | RA | APPROVED | 2024-03-07 |
Branch Locations
1180 Nw Maple St Suite 150, Issaquah, WA 98027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Issaquah | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Issaquah | WA | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Issaquah | WA | 03/2024 | Present |
KITA BRKA LLC, INV RELATED, ISSAQUAH, WA, 100% OWNERSHIP, START 12/1/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. CEDAR CREEK WEALTH MANAGEMENT LLC, INV RELATED, ISSAQUAH, WA, 33.33% OWNERSHIP, START 11/6/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-10 |
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