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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 | 2022-12-14 |
| WA | RA | APPROVED | 2022-12-14 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
7200 Ne Butler St, Hillsboro, OR 97124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Lake Oswego | OR | 07/2017 | 03/2018 |
| Starbucks | Tigard | OR | 04/2016 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Beaverton | OR | 04/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 02/2022 | 11/2022 |
| Ideba Marketing Us, Inc. | Portland | OR | 06/2021 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Hillsboro | OR | 02/2020 | 06/2021 |
| Unemployed | Hillsboro | OR | 08/2021 | 02/2022 |
| Oregon State University | Corvallis | OR | 06/2019 | 12/2021 |
| Oregon State University | Portland | OR | 06/2015 | 12/2018 |
| Bank Of America, N.A. | Portland | OR | 05/2022 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Hillsboro | OR | 11/2022 | Present |
| Wells Fargo Bank, Na | Hillsboro | OR | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
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