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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED_RES | 2025-08-12 |
Branch Locations
7541 9Th Street N, Ste 200, Oakdale, MN 55128 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bloomington | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | MN | 11/2016 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | 08/2025 |
| Lumitas Wealth Strategies | Woodbury | MN | 03/2022 | Present |
| &Partners | Nashville | TN | 08/2025 | Present |
1. Fixed insurance sales; as of 8/18/2021; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Lumitas Wealth Strategies, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Woodbury, MN, as of 03/28/2022; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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