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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 | 2022-09-27 |
| MN | RA | APPROVED | 2016-03-18 |
Branch Locations
One Town Center Road Suite 660, Boca Raton, FL 33486 • United States
860 Blue Gentian Rd, Ste 150 [Satellite], Eagan, MN 55121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Eagan | MN | 03/2016 | Present |
NATIVITY OF OUR LORD CHURCH; INVESTMENT RELATED; SAINT PAUL.MN; ENDOWMENT COMMITTEE MEMBER; START 2/1/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; REVIEW CURRENT AND PROPOSED INVESTMENT MANAGERS FOR THE ENDOWMENT FUND. ARCHDIOCESE OF SAINT PAUL AND MINNEAPOLIS; INVESTMENT RELATED; SAINT PAUL,MN; CORPORATE BOARD MEMBER AND FINANCE COUNCIL MEMBER; START 9/1/2019; NUMBER OF HOURS PER MONTH 12; NUMBER OF HOURS DURING TRADING 0; REVIEWING FINANCIAL STATEMENTS, PARISH REQUESTS FOR CAPITAL, BUDGET, REVENUES, EXPENSES, BUY/SELL ARRANGEMENTS WITHIN THE PARISHES, INVESTMENT MANAGERS, AND CURRENT INVESTMENT POLICY STATEMENTS. PINKY SWEAR FOUNDATION, INV RELATED, EDINA, MN, INVESTMENT COMMITTEE MEMBER, START 6/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, INVESTMENT REVIEW AGAINST THE INVESTMENT POLICY STATEMENT AND FINANCIAL ADVISORS PERFORMANCE. ALPINE CREEK LLC, INV RELATED, EAGAN, MN, 100% OWNERSHIP, START 12/1/2022, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. SKRYPEK GP LLC; INV RELATED; MENDOTA HEIGHTS,MN; MERCHANT PARTNERSHIP.;90% OWNERSHIP; -; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-28 |
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