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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
3710 Harbour Pointe Blvd Sw, Mukilteo, WA 98275 • United States
17305 Pacific Ave S, Spanway, WA 98387 • United States
5560 S Harbor Ave, Freeland, WA 98249 • United States
140 4Th Ave S, Edmonds, WA 98020 • United States
6460 Ne Bothell Way, Kenmore, WA 98028 • United States
302 S Meridian, Puyallup, WA 98371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Seattle | WA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Seattle | WA | 06/2011 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 07/2019 |
| U.S. Bancorp Investments, Inc. | Edmonds | WA | 07/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Edmonds | WA | 02/2026 | Present |
Rental Property; investment-related; Seatac, WA; Rental Property; Owner/Landlord; 6/2017; 1 hour/month; 0 hours/trading; landlord duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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