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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 | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
5601 Green Valley Drive Suite 630 6Th Fl, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bloomington | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | MN | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bloomington | MN | 03/2025 | Present |
BIRK AND LEE WEALTH MANAGEMENT INC, INV RELATED, BLOOMINGTON, MN, 50% OWNERSHIP, START 3/14/24, 5 HRS PER MONTH, 1 HRS DURING TRADING, FINET PRACTICE;| EAGAN HIGH SCHOOL GIRLS BASKETBALL BOOSTER CLUB ; INV RELATED;EAGAN,MN; TREASURER; START DATE: 04/01/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-07 |
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