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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-10 |
| MN | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
701 Xenia Avenue South 170 Fl1, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minneapolis | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Minneapolis | MN | 05/2024 | Present |
1TIM6:6, LLC; INV RELATED; GOLDEN VALLEY, MN; 100% OWNERSHIP/PRESIDENT; START 10/30/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; FINET PRACTICE. RIZE WEALTH MANAGEMENT LLC; INV RELATED; GOLDEN VALLEY, MN; 33.3% OWNERSHIP; START 11/1/2023; 160 HOURS PER MONTH; 8 HRS DURING TRADING; FINET PRACTICE. PLYMOUTH COVENANT CHURCH, NOT INVT RELATED, PLYMOUTH, MN, TRUSTEE, START DATE 11/1/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING. ATTENDING MEETINGS; OVERSEEING THE BUSINESS AFFAIRS, OPERATIONS, POLICIES AND PROCEDURES OF THE CHURCH; OVERSEEING LEGAL ISSUES, INJURY WAIVERS, INSURANCE COVERAGE, DUE DILIGENCE, ETC.; FACILITATING THE MANAGEMENT, MAINTENANCE AND STEWARDSHIP OF THE FACILITIES, PROPERTIES, EQUIPMENT, RESOURCES, INFORMATION TECHNOLOGY AND DATA SYSTEMS; WORKING WITH THE STAFF, MINISTRY TEAM LEADERS AND SHEPHERD TEAM IN PREPARING AND SUBMITTING A PROPOSED ANNUAL BUDGET TO THE SHEPHERD TEAM FOR APPROVAL AND PRESENTING TO THE ANNUAL MEETING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-21 |
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