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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-17 |
| WA | RA | APPROVED | 2023-03-17 |
Branch Locations
150 Se 10Th Ave, Hillsboro, OR 97123 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
2645 Nw Town Center Dr, Beaverton, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Aloha | OR | 11/2022 | Present |
| Wells Fargo Bank, Na | Aloha | OR | 04/2020 | Present |
| The Daily Cafe In The Pearl | Portland | OR | 09/2019 | 04/2020 |
| Atlantic Forest Products | Lake Oswego | OR | 01/2019 | 09/2019 |
| Sherwood Lumber | Lake Oswego | OR | 06/2018 | 01/2019 |
| The Daily Cafe In The Pearl | Portland | OR | 09/2014 | 06/2018 |
| Pacific University | Forest Grove | OR | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-21 |
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