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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-06-04 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
2220 Nw Labiche Lane Suite 210, Bend, OR 97703 • United States
Bend, OR • United States
Waldport, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bend | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2016 | 05/2019 |
| Rbc Capital Markets Llc | Bend | OR | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-19 |
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