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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2021-06-21 |
| WA | RA | APPROVED | 2021-06-21 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
580 State St 1St Fl, Salem, OR 97301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Portland | OR | 09/2015 | Present |
| Wells Fargo Clearing Services, Llc | Salem | OR | 01/2018 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 06/2021 | Present |
DIGITAL DRIVE, LLC, NOT INV RELATED, SALEM, OR, 100% OWNERSHIP, START: 9/16/2024, 20 HOURS A MONTH, 0 HOURS DURING TRADING, PHOTOGRAPHY AND VIDEOGRAPHY SERVICES. THE GARDEN CHURCH ; INV RELATED;KEIZER ,OR; RELIGIOUS ORGANIZATION; BOARD MEMBER; START DATE: 03/02/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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