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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-12 |
| MN | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
7541 9Th Street N, Ste 200, Oakdale, MN 55128 • United States
Denver, CO • 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 | Woodbury | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | MN | 11/2016 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | 08/2025 |
| Lumitas Wealth Strategies | Woodbury | MN | 03/2022 | Present |
| &Partners | Nashville | TN | 08/2025 | Present |
1. Fixed insurance sales; as of 7/16/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. LUMITAS WEALTH STRATEGIES, LLC POSITION: Co-Founder and Managing Director NATURE: I own 60% of Lumitas Wealth Strategies, the business we run our Financial Advisory business through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/12/2025 ADDRESS: Woodbury, MN 55125, United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-10 |
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