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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 | 2024-06-25 |
| WA | RA | APPROVED | 2022-06-21 |
Branch Locations
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
2942 228Th Ave Se, Sammamish, WA 98075 • United States
205 108Th Ave Ne 6Th Fl, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Mercer Island | WA | 02/2015 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 04/2022 | Present |
| Wells Fargo Bank | Mercer Island | WA | 03/2017 | 03/2021 |
| Wells Fargo Home Mortgage | Bellevue | WA | 04/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-19 |
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