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Jackie Lee Bixby

Uta LLC

Mesquite, NV

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Current Employers
Uta Llc

2800 Main Street, Vancouver, WA 98663 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-25
WA RA APPROVED 2021-08-26
NV RA APPROVED 2021-08-25
  • OR RA
    APPROVED
    Since 2024-10-25
  • WA RA
    APPROVED
    Since 2021-08-26
  • NV RA
    APPROVED
    Since 2021-08-25

Branch Locations

Mesquite, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Portland OR 01/2011 11/2016
Wells Fargo Clearing Services, Llc Portland OR 11/2016 07/2021
Uta, Llc Vancouver WA 07/2021 Present
Purshe Kaplan Sterling Investments Albany NY 07/2021 12/2022
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Portland, OR
  • 11/2016 → 07/2021
    Wells Fargo Clearing Services, Llc
    Portland, OR
  • 07/2021 → Present
    Uta, Llc
    Vancouver, WA
  • 07/2021 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2011-01-03 → 2021-08-05
    Wells Fargo Clearing Services, Llc
    Portland, OR
    Vancouver, WA
    Seattle, WA
  • 2003-08-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-15
S63 Uniform Securities Agent State Law Examination 1999-06-18
  • S65 Uniform Investment Adviser Law Examination
    2001-11-15
  • S63 Uniform Securities Agent State Law Examination
    1999-06-18
Other Names
  • Jackie L Bixby

View on SEC IAPD

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