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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED_RES | 2022-10-14 |
Branch Locations
4207 28Th Avenue South 2Nd Floor, Fargo, ND 58104 • United States
Fargo, ND • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fargo | ND | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fargo | ND | 11/2016 | 10/2022 |
| Rbc Capital Markets, Llc | Fargo | ND | 10/2022 | Present |
| City National Bank | Fargo | ND | 01/2023 | Present |
RENTAL PROPERTY; INV RELATED; FARGO, ND; 100% OWNERSHIP WITH SPOUSE; START 3/27/2015; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. 2) NAME OF ENTITY: Rental property ADDRESS: 1034 14th St N INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: son lives in home and pays us rent CAPACITY: Owner - Active START DATE: 09/01/12 DUTIES: maintain property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Ywca Cass Clay ADDRESS: 4650 38th Ave S Suite 110 Fargo ND 58104 INVESTMENT/NOT INVESTMENT RELATED: Yes BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Feb 02, 2026 CAPACITY: Committee/Council Member DUTIES: Advising the board on portfolio investments and allocation HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-25 |
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