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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-12
  • MN RA
    APPROVED
    Since 2025-08-12

Branch Locations

7541 9Th Street N, Ste 200, Oakdale, MN 55128 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Hastings, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Hastings MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Hastings 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
Previous Registrations
Other Businesses

Fixed insurance sales; as of 7/16/2021; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-01
  • S66 Uniform Combined State Law Examination
    2009-04-01

View on SEC IAPD

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