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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-26 |
| MN | RA | APPROVED | 2018-11-09 |
Branch Locations
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
Saint Petersbourg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 06/2014 | 11/2018 |
| Bank Of America, N.A. | Wayzata | MN | 01/2015 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 11/2018 | Present |
BLUE OCEAN ADVISORS LLC, INV RELATED, SPRING PARK, MN, 100% OWNERSHIP, START 11/5/2018, 320 HOURS PER MONTH, 320 HOURS DURING TRADING, FINET PRACTICE. TRUSTEE UW DECEASED FATHER'S TRUST; INV. RELATED; WAYZATA, MN; START 9/2021; 1 HR PER MONTH; 1 HR DURING TRADING. LIQUID LIMO, LLC, NOT INVT RELATED, ST. PETERSBURG, FL, 100% OWNERSHIP, START 1/20/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, CHARTER BOAT BUSINESS. RENTAL PROPERTY, INV RELATED, ST. PETERSBURG, FL, 100% OWNERSHIP, START 12/14/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. MINNESOTA DRONE SPRAY LLC; INV RELATED; WAYZATA, MN; AGRICULTURAL SPRAYING USING DRONES;10% OWNERSHIP; START DATE: 08/01/2025; 7 HRS PER MONTH; 3 HRS DURING TRADING HOURS;| STEPANEK GP LLC ; INV RELATED; ST PETERSBURG, FL; MERCHANT PARTNERSHIP.;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2010-01-28 |
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