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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 | 2024-07-19 |
| WA | RA | APPROVED | 2024-07-19 |
Branch Locations
12072 Se Sunnyside Rd, Clackamas, OR 97015 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Clackamas | OR | 04/2024 | Present |
| Uo Lundquist College Of Business | Eugene | OR | 01/2022 | 06/2022 |
| Uo Lundquist College Of Business | Eugene | OR | 06/2021 | 06/2022 |
| Target | Clackamas | OR | 08/2017 | 06/2021 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2022 |
| Wells Fargo Bank, Na | Clackamas | OR | 10/2022 | Present |
| Clackamas High School | Clackamas | OR | 09/2014 | 06/2018 |
| Unemployed | Clackamas | OR | 06/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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