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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED_RES | 2021-12-12 |
| CA | RA | APPROVED | 2017-08-02 |
| OR | RA | APPROVED | 2017-08-02 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
4233 Ne Sandy Blvd, Portland, OR 97213 • United States
6785 Sw Beaverton Hillsdale Hwy, Portland, OR 97225 • United States
1591 Nw 22Nd Ave Ste 140C, Portland, OR 97210 • United States
635 Sw 6Th Ave, Portland, OR 97204 • United States
845 Nw 11Th Ave, Portland, OR 97209 • United States
2645 Nw Town Center Dr, Beaverton, OR 97006 • 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 Bank Na | Eugene | OR | 07/2011 | Present |
| Wells Fargo Advisors Llc | Eugene | OR | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eugene | OR | 11/2016 | Present |
UBER EATES; NOT INV. RELATED; SAN FRANCISCO, CA; DRIVER; START 7/25/2019; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: DELIVERY DRIVER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-09 |
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