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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_RES | 2026-04-20 |
| OR | RA | APPROVED | 2026-04-17 |
Branch Locations
400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States
360 Sw Bond Street 210 [Satellite], Bend, OR 97702 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Redmond | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Redmond | OR | 11/2016 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bend | OR | 04/2026 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; BEND, OR; OWNER; RESIDENTIAL RENTAL; START DATE 12/2010; 4 HRS PER MONTH; 0 HRS DURING TRADING.; RENTAL PROPERTY; INVESTMENT RELATED; BEND, OR; 100% OWNERSHIP; START DATE = 05/01/2013; 4 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS.; RENTAL PROPERTY; INV RELATED; REDMOND, OR; OWNER; START DATE 10/1/2015; 4 HRS PER MONTH; 0 HRS DURING TRADING.; REPRESENTATIVE PAYEE FOR DAUGHTER, INV RELATED, BEND, OR, START: 8/19/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; TUCSON, AZ; 100% OWNERSHIP; 02/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; DEVELOP TWO RENTAL UNITS | RENTAL PROPERTY; INV RELATED: TUCSON, AZ; 100% OWNERSHIP; 07/2025; 3 HOURS PER MONTH; 0 DURING TRADING; DEVELOP RENTAL INCOME PROPERTY VISTA POINTE WEALTH MANAGEMENT, LLC; INV RELATED;BEND,OR; BUSINESS EXPENSES;100% OWNERSHIP; START DATE: 03/04/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-21 |
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