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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 | 2024-07-23 |
| WA | RA | APPROVED | 2024-07-23 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
601 E First St, Newberg, OR 97132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Newberg | OR | 02/2024 | Present |
| Wells Fargo Bank, Na | Newberg | OR | 10/2016 | Present |
| Banco Popular De Puerto Rico | Santurce | PR | 10/2011 | 09/2016 |
| Golden Leaves Farm Llc | Mcminnville | OR | 01/2021 | 11/2022 |
GOLDEN LEAVES FARM LLC, INV RELATED, MCMINNVILLE, OR, 100% OWNERSHIP, START 4/3/24, 0 HRS PER MONTH & TRADING, PLANNING ON STARTING A VINEYARD SOMETIME IN 2024 OR 2025. TJ MAXX; NOT INV. RELATED; MCMINNVILLE, OR; MERCHANDISE PROCESSOR; RETAIL; START 10/28/2024; 50 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: UNWRAP MERCHANDISE, OPEN BOXES AND PUT MERCHANDISE IN CART FOR INVENTORY ON SALES FLOOR. Name of business : HomeGoods Not investment related Address : 2180 OR-99W, McMinnville, OR 97128 Nature of business : retail store Position: Merch Associate Title: Merch Associate Start date: October 28, 2024 Appro. Hrs a month : 48 hrs ( after 6 pm on weekdays and/or weekends) Hrs devoted to the other business during securities trading hours: 0 hrs Duties: cashier, stock merchandise and customer service. Description of business: department store, sale of furniture, house essentials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
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