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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 | 2026-07-13 |
| WA | RA | APPROVED | 2026-07-13 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Solana Beach | CA | 09/2019 | 07/2021 |
| Wells Fargo Bank, Na | Solana Beach | CA | 09/2015 | 07/2021 |
| Cirrascale | Poway | CA | 06/2015 | 10/2017 |
| J.P. Morgan Securities Llc | Seattle | WA | 09/2025 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 07/2023 | 06/2026 |
| First Republic Bank | Palm Desert | CA | 06/2021 | 07/2023 |
| Lyft | Carlsbad | CA | 06/2019 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-18 |
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