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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| TN | RA | APPROVED | 2024-10-21 |
Branch Locations
4009 E Madison St, Seattle, WA 98112 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Franklin | TN | 05/2024 | Present |
| Wells Fargo Bank, Na | Franklin | TN | 11/2021 | Present |
| Storyville Coffee | Seattle | WA | 10/2019 | 11/2020 |
| Na/ Unemployed | Seattle | WA | 11/2020 | 11/2021 |
| Wheaton College Ait | Wheaton | IL | 08/2017 | 05/2018 |
| Wheaton College Ait | Wheaton | IL | 05/2018 | 08/2019 |
| Wheaton College | Wheaton | IL | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
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