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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 | 2026-04-06 |
Branch Locations
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
401 N Kellogg St, Kennewick, WA 99336 • 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 |
|---|---|---|---|---|
| Unemployed | Tieton | WA | 06/2016 | 09/2016 |
| Full Time Education | Bellevue | WA | 09/2016 | 01/2017 |
| Taco Bell | Yakima | WA | 02/2017 | 05/2017 |
| Nippon Express | Zillah | WA | 05/2017 | 09/2017 |
| Full Time Education | Yakima | WA | 09/2017 | 06/2019 |
| Full Time Education | Ellensburg | WA | 09/2019 | 06/2021 |
| Senior Avenues | Yakima | WA | 06/2018 | 01/2022 |
| Cliftonlarsonallen Wealth Advisors Llc | Yakima | WA | 01/2022 | 10/2024 |
| Unemployed | Selah | WA | 06/2021 | 12/2021 |
| Unemployed | Tieton | WA | 11/2024 | 02/2025 |
| Charles Schwab & Co., Inc. | Austin | TX | 03/2025 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Kennewick | WA | 02/2026 | Present |
| Wells Fargo Bank, Na | Kennewick | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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