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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-12 |
| WA | RA | APPROVED | 2023-02-23 |
Branch Locations
1855 Main St Ste 101, Ferndale, WA 98248 • 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 | Bellingham | WA | 11/2022 | Present |
| Wells Fargo Bank, Na | Bellingham | WA | 10/2013 | Present |
| Western Governor's University | Kent | WA | 10/2017 | 03/2019 |
MT BAKER BIBLEWAY CAMP, INVT RELATED, DEMING, WA, TREASURER, START DATE 11/1/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, RUN DEPOSITS FOR CAMP, ENGAGE IN CUSCUSSIONS REGARDING CAMP PROJECTS. BIBLE BELIEVERS OF WASHINGTON, NOT INVT RELATED, BLAINE, WA, BOARD MEMBER/TRUSTEE, START DATE 11/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING MAINTENANCE OF BUILDINGS, SALARY OF EMPLOYEES, CHOOSING OF PROJECTS TO COMPLETE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-31 |
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