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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 | 2026-05-01 |
| OR | RA | APPROVED | 2025-05-20 |
| WA | RA | APPROVED | 2025-05-19 |
Branch Locations
400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States
5885 Meadow Rd 860 [Satellite], Lake Oswego, OR 97035 • United States
Vancouver, WA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 11/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Vancouver | WA | 03/2024 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-22 |
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