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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 | 2023-01-18 |
Branch Locations
5588 Harbor Ave, Freeland, WA 98249 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Freeland | WA | 09/2022 | Present |
| Wells Fargo Bank, Na | Freeland | WA | 12/2019 | Present |
| The Star Store | Langley | WA | 02/2018 | 12/2019 |
| Catlett's Keepers | Langley | WA | 04/2017 | 06/2018 |
| Private Family | Langley | WA | 06/2016 | 05/2018 |
| About The House | Freeland | WA | 09/2016 | 03/2017 |
| Useless Bay Coffee Company | Langley | WA | 09/2015 | 09/2016 |
| Skagit Valley College | Mount Vernon | WA | 09/2015 | 06/2019 |
| Pennsylvania State University | Langley | WA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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