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RICHARD SCOTT WILHELMI
RICHARDSCOTT WILHELMI
CRD#: 1291066
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1300 SW 5TH FL 18TH FL
PORTLAND, OR 97201
Registration History
198519901995200020052010201520202025IAWELLS FARGO ADVISORS (CRD# 19616)2016 - Present (8 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2006 - Present (18 years)BPIPER JAFFRAY & CO. (CRD# 665)1998 - 2006 (7 years)BU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)1997 - 1998 (1 year)BU.S. BANCORP SECURITIES (CRD# 17439)1990 - 1997 (6 years)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1984 - 1990 (6 years)
License(s)

State Registrations

B
Arizona 1/26/2018

B
New Jersey 5/16/2024

B
California 7/28/2006

B
New Mexico 1/10/2025

B
Colorado 2/19/2021

B
Oregon 7/28/2006

B
Florida 7/28/2006

IA
Oregon 4/12/2016

B
Georgia 5/16/2024

B
Pennsylvania 7/5/2012

B
Idaho 5/16/2024

B
South Carolina 6/22/2018

B
Massachusetts 2/26/2025

B
Tennessee 5/16/2024

B
Michigan 5/16/2024

B
Utah 5/16/2024

B
Missouri 5/16/2024

B
Washington 7/28/2006

B
Montana 5/16/2024

B
Wisconsin 5/16/2024

B
Nevada 5/16/2024

B
Wyoming 7/19/2022

SRO Registrations

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
1300 SW 5TH FL 18TH FL, PORTLAND, OR 97201
OREGON CITY, OR
Registered with this firm since 4/12/2016

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1300 SW 5TH FL 18TH FL, PORTLAND, OR 97201
OREGON CITY, OR
Registered with this firm since 7/28/2006

Previous Registration(s)
th hidden textth hidden textNameLocation
B
11/16/1998 - 08/02/2006 PIPER JAFFRAY & CO. (CRD#:665) PORTLAND, OR
B
09/03/1997 - 11/16/1998 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) SAINT PAUL, MN
B
11/26/1990 - 09/03/1997 U.S. BANCORP SECURITIES (CRD#:17439) PORTLAND, OR
B
08/22/1984 - 10/24/1990 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.