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One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-05-13 |
Branch Locations
One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States
St. Francis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | MN | 05/2009 | Present |
VIKING SQUARE II HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; LAKEVILLE, MN; HOA; TREASURER; 2/2012; 15 HRS PER MONTH; 2 HRS DURING TRADING; DUTIES KEEPING ASSOCIATION BOOKS, COLLECTING DUES, ATTENDING MONTHLY MEETINGS. Seasonal part-time help during tax season (late Jan-April) at Jon Moulton Account (family owned business). Help tax prep, general questions, answering phones and electronic filing with about 25 hrs. week during about 3 months.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-11 |
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