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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 | 2024-02-14 |
| OR | RA | APPROVED | 2022-03-10 |
Branch Locations
39 W Broadway, Eugene, OR 97401 • United States
1600 Centennial Blvd, Springfield, OR 97477 • United States
2065 River Rd, Eugene, OR 97404 • United States
1590 Coburg Rd, Eugene, OR 97401 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Eugene | OR | 01/2012 | 03/2017 |
| Wells Fargo Advisors Llc | Eugene | OR | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eugene | OR | 11/2016 | 03/2017 |
| Jp Morgan Chase Bank | Indianapolis | IN | 04/2017 | 06/2017 |
| Jp Morgan Securities, Llc | Indianapolis | IN | 04/2017 | 06/2017 |
| Bmo Harris Bank | Brownsburg | IN | 06/2017 | 02/2018 |
| Edward Jones | St Louis | MO | 02/2018 | 04/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2021 | 03/2022 |
| Cetera Investment Advisers Llc | Eugene | OR | 04/2021 | 03/2022 |
| Columbia Bank | Eugene | OR | 04/2021 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-10 |
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