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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 | 2021-07-07 |
Branch Locations
90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • United States
90 S 7Th St 1St & 2Nd Fls, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 09/2013 | 06/2018 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 01/2019 | 04/2020 |
| Nexben Inc | Minneapolis | MN | 07/2018 | 12/2018 |
| Lurie Wealth Advisors Llc | Minneapolis | MN | 04/2020 | 05/2021 |
| Advisornet Wealth Management | Minneapolis | MN | 04/2020 | 05/2021 |
| Wells Fargo Advisors, Llc | Crystal | MN | 06/2021 | Present |
| Wells Fargo Bank, Na | Crystal | MN | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-20 |
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