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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_RES | 2014-12-23 |
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Mercer Island | WA | 08/2004 | Present |
| Wells Fargo Advisors Llc | Mercer Island | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mercer Island | WA | 11/2016 | Present |
TRUSTEE FOR DAUGHTER'S TRUST (1); INV. RELATED; KIRKLAND, WA; START DATE 2/12/2021; 5 HRS PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR DAUGHTER'S TRUST (2); INV. RELATED; KIRKLAND, WA; START DATE 2/12/2021; 5 HRS PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
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