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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 | 2026-03-04 |
| MN | RA | APPROVED | 2026-03-03 |
Branch Locations
294 Grove Lane E Suite 240, Wayzata , MN 55391 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Wayzata | MN | 01/2009 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 03/2026 | Present |
SNOW PINE HOLDINGS, LLC ; INV RELATED;MEDINA,MN; MERCHANT TRANSACTION;6% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE LEGACYCO, LLC; INV RELATED;MEDINA,MN; MERCHANT LLC ;10% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; PIONEER PRIVATE WEALTH LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE WEALTH, LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE LEGACY PARTNERS, LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-29 |
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