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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-24
OR RA APPROVED 2017-04-18
  • TX RA
    APPROVED
    Since 2020-09-24
  • OR RA
    APPROVED
    Since 2017-04-18

Branch Locations

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States

67 E Main St, Ashland, OR 97520 • United States

7445 Crater Lake Hwy, White City, OR 97503 • United States

1128 S Riverside Ave, Medford, OR 97501 • United States

2809 S 6Th St, Klamath Falls, OR 97603 • United States

1320 E Mcandrews Rd, Medford, OR 97504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Vancouver WA 08/2012 04/2017
Wells Fargo Clearing Services, Llc Portland OR 04/2017 Present
Previous Registrations
  • 2012-08-07 → 2017-04-19
    Vancouver, WA
    Medford, OR
  • 2010-11-10 → 2012-08-09
    Chase Investment Services Corp.
    Eagle Point, OR
    Central Point, OR
    Shady Cove, OR
    Medford, OR
    Medford, OR
  • 2008-11-03 → 2010-08-03
    Gold River, CA
    Sacramento, CA
    St Louis, MO
Other Businesses

FRIENDS OF THE ANIMALS SOUTHERN OREGON; INV RELATED; ASHLAND , OR; TREASURER; START DATE: 11/04/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-30
  • S66 Uniform Combined State Law Examination
    2008-10-30

View on SEC IAPD

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