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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 | 2026-07-08 |
| FL | RA | APPROVED | 2021-03-19 |
| MN | RA | APPROVED | 2013-11-04 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Ge-Rbo], Minneapolis, MN 55402 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minneapolis | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | Present |
POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; EXCELSIOR, MN; START DATE 1/2021; 0 HRS PER MONTH. CO-TRUSTEE FOR SPOUSE'S REVOCABLE TRUST; INV. RELATED; EXCELSIOR, MIN; START DATE 8/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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