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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
| WA | RA | APPROVED | 2024-06-28 |
Branch Locations
606 Columbia Street, Nw Ste 104, Olympia, WA 98501 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Tyler | TX | 02/2024 | 06/2024 |
| Wells Fargo Bank N.A. | Olympia | WA | 06/2000 | 02/2024 |
| &Partners,Llc | Nashville | TN | 06/2024 | Present |
Outside Business Name: Olympia Benefits of Thurston County Chamber Location: 809 Legion Way SE, Olympia, Start Date: 2018 Position: Board Member Description: Attend meetings and vote Hours per week: None Compensation: None Outside Business Name: Washington Pacific District Board Location: Olympia, WA Start Date: 2018 Position: Treasurer Description: n/a Hours per week: None Compensation: None Outside Business Name: Thurston County Chamber of Commerce Location: 809 legion way SE Olympia, WA Start Date: 2018 Position: Board Member Description: Attend meetings and vote Hours per week: None Compensation: None Outside Business Name: Northwest Nazarene University Location: University BLVD Nampa Idaho 83686 Start Date: 2018 Position: Treasurer Description: Oversee university president/Attend meetings and vote Hours per week: None Compensation: None Outside Business Name: Mountain View Church of the Nazarene Location: 940 Israel Rd Tummwater WA Start Date: 2018 Position: Church Board Member Description: Attend meetings and vote Hours per week: none Compensation: none Outside Business Name: Eagle Ridge HOA Location: Eagle Ridge Ln SE, Olympia, WA Start Date: 2018 Position: Board Member Description: Attend meetings and vote Hours per week: none Compensation: none NORTHWEST NAZARENE UNIVERSITY FOUNDATION INVESTMENT COMMITTEE POSITION: committee member NATURE: Serve on the investment committee for the foundation for policy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2024s DESCRIPTION: To review policy with the other committee members for the foundations money
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
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