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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 | 2024-12-18 |
| OR | RA | APPROVED | 2021-12-13 |
| WA | RA | APPROVED | 2014-06-04 |
Branch Locations
1610 Ne 122Nd Ave, Portland, OR 97230 • United States
5444 Se 82Nd Ave, Portland, OR 97266 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
12072 Se Sunnyside Rd, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Portland | OR | 11/2009 | Present |
| Wells Fargo Advisors Llc | Portland | OR | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | Present |
FORWARD REALTY, LLC, INV RELATED, DAMASCUS, OR, 100% OWNERSHIP WITH SPOUSE, START: 6/3/2022, 8 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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