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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 |
|---|---|---|---|
| ND | RA | APPROVED | 2025-07-03 |
| FL | RA | APPROVED | 2024-07-31 |
| CA | RA | APPROVED | 2024-07-22 |
| MN | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
One Town Center Road Suite 660, Boca Raton, FL 33486 • United States
701 Lake Street E Ste 200 [Satellite], 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Los Angeles | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MD | 07/2024 | Present |
SHALLOM GP LLC ; INV RELATED; MINNETONKA ,MN; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - 3029; INV RELATED;SAINT LOUIS PARK,MN; RENTAL PROPERTY/INVESTMENT;100% OWNERSHIP; START DATE: 06/12/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; SHALLOM WEALTH MANAGEMENT, LLC; INV RELATED;MINNETONKA,MN; BUSINESS REVENUE FROM FINET ;100% OWNERSHIP; START DATE: 07/22/2024; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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