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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2026-05-29 |
| WA | RA | APPROVED | 2026-05-29 |
Branch Locations
595 Humboldt St Ste 200, Reno, NV 89509 • United States
15169 N Scottsdale Road Suite C340-350 [Satellite], Scottsdale, AZ 85254 • United States
10900 Ne 4Th Street Ste 2415 [Satellite], Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bellevue | WA | 05/2026 | Present |
| Smead Capital Management | Seattle | WA | 06/2016 | 10/2016 |
| Smead Capital Management | Seattle | WA | 10/2016 | 09/2017 |
| Alps Distributors, Inc. | Denver | CO | 10/2016 | 09/2017 |
| Ameriprise Financial Services Inc | Bellevue | WA | 01/2019 | 03/2020 |
| Unemployment | Kenmore | WA | 10/2017 | 03/2018 |
| Kenmar Construction | Kenmore | WA | 04/2018 | 10/2018 |
| Unemployment | Kenmore | WA | 11/2018 | 12/2018 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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