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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-27 |
Branch Locations
13717 Se Mill Plain Blvd Ste A, Vancouver, WA 98684 • 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 | Vancouver | WA | 05/2026 | Present |
| Wells Fargo Bank, N.A. | Vancouver | WA | 04/2026 | Present |
| J.P. Morgan Securities Llc | Portland | OR | 06/2024 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 06/2024 | 04/2026 |
| Dabella Exteriors | Hillsboro | OR | 10/2020 | 03/2021 |
| Emortgage Capital | Beaverton | OR | 08/2023 | 05/2024 |
| Pella Coroporation | Beaverton | OR | 11/2023 | 06/2024 |
| Barrett Financial Group | Beaveton | OR | 11/2021 | 08/2023 |
| Ups | Portland | OR | 07/2018 | 03/2020 |
| Unifylink Llc | Portland | OR | 07/2023 | 08/2023 |
| Herzog Meier Auto Center | Beaverton | OR | 05/2020 | 10/2020 |
| Abercrombie & Fitch Co. | Beaverton | OR | 01/2018 | 07/2018 |
| Unemployed | Beaverton | OR | 06/2014 | 12/2017 |
| Unemployed | Beaverton | OR | 04/2020 | 04/2020 |
| Unemployed | Beaverton | OR | 04/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
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