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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 | 2026-02-02 |
Branch Locations
1180 Nw Maple St Suite 150, Issaquah, WA 98027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Lake Forest Park | WA | 07/2014 | 06/2018 |
| U.S. Bancorp Investments, Inc. | Kirkland | WA | 06/2018 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 04/2021 | 09/2024 |
| Wells Fargo Clearing Services | Bellevue | WA | 01/2025 | 01/2026 |
| Homemaker | Seattle | WA | 09/2024 | 01/2025 |
| Wells Fargo Advisors Financial Network, Llc | Issaquah | WA | 01/2026 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SEATTLE, WA; 100% OWNER WITH SPOUSE; 01/14/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; RENTAL | RENTAL PROPERTY; INV RELATED; SEATTLE, WA; 100% OWNESRHIP WITH SPOUSE; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-06 |
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