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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-17 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9338 Silverdale Way Nw, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Puyallup | WA | 01/2022 | 06/2023 |
| Wells Fargo Bank, Na | Puyallup | WA | 10/2016 | 06/2023 |
| Carl's Jr. | Lakewood | WA | 02/2014 | 10/2016 |
| Panda Express | Lakewood | WA | 04/2016 | 10/2016 |
| U.S. Bancorp Investments, Inc. | Bremerton | WA | 06/2023 | 11/2024 |
| U.S. Bank | Bremerton | WA | 06/2023 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Silverdale | WA | 12/2024 | 04/2025 |
| Wells Fargo Bank, Na | Silverdale | WA | 12/2024 | 04/2025 |
| Key Investment Services | Brooklyn | OH | 09/2025 | Present |
| Keybank | Silverdale | WA | 09/2025 | Present |
| First Fed | Silverdale | WA | 04/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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