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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-10 |
| SD | RA | APPROVED | 2023-07-10 |
Branch Locations
2800 S First St Ste 207, Willmar, MN 56201 • United States
238 West Main Street Suite 1 [Satellite], Marshall, MN 56258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Marshall | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Marshall | MN | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Marshall | MN | 07/2023 | Present |
ST STEPHEN LUTHERAN ENDOWMENT FUND; INV. RELATED; MARSHALL, MN; BOARD MEMBER; START DATE 5/2018; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: REVIEW REQUESTS FOR DISTRIBUTIONS FROM THE ENDOWMENT FUND AND ALLOCATION OF ANNUAL DISTRIBUTIONS. JBCJ CAPITAL INCORPORATED, INVT RELATED, MARSHALL, MN, 100% OWNERSHIP, START DATE 3/23/2023, 160 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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