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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 | 2026-01-05 |
Branch Locations
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
10225 Gravelly Lake Dr Sw, Lakewood, WA 98499 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tacoma | WA | 12/2022 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Tacoma | WA | 12/2022 | 10/2025 |
| Boeing Employees Credit Union | Tukwila | WA | 01/2021 | 11/2022 |
| Bath & Body Works, Llc | Reynoldsburg | OH | 10/2018 | 11/2018 |
| Starbucks Coffee Company | Seattle | WA | 03/2017 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Federal Way | WA | 11/2017 | 12/2020 |
| Cutters Point Coffee | Kent | WA | 06/2016 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Lakewood | WA | 11/2025 | Present |
| Wells Fargo Bank, Na | Lakewood | WA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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