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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-22 |
Branch Locations
617 Eastlake Avenue East Suite 100, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Watsonville | CA | 09/2001 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Bainbridge Island | WA | 01/2011 | 09/2023 |
| Tiaa | Seattle | WA | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 09/2023 | Present |
(1) Name: Rental Income on 2nd home Position: owner of rental Nature: rental property Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 08/15/2010 Address: 9726 NE Kitsap St, Bainbridge Island WA 98110, United States Description: Rental Home that I receive rental income from. (2) RENTAL POSITION: Owner NATURE: Rental property single family home INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2025 ADDRESS: 5805 Wimsey Lane NE, Bainbridge Island WA 98110, United States DESCRIPTION: Maintain property & work with property mgr
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-05 |
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