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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 | 2025-12-01 |
Branch Locations
9882 Norma Ln, Woodbury, MN 55125 • United States
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 02/2024 | 11/2024 |
| Wells Fargo Bank, Na | Minneapolis | MN | 01/2019 | 12/2024 |
| Madison Equities | St Paul | MN | 10/2015 | 10/2018 |
| Wells Fargo | Minneapolis | MN | 03/2021 | 12/2021 |
| Mayo Clinic | Rochester | MN | 01/2022 | 10/2022 |
| Ups | Eagan | MN | 11/2022 | 01/2023 |
| Cbiz | Minneapolis | MN | 01/2023 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 11/2024 | 11/2025 |
| University Of Wisconsin - River Falls | River Falls | WI | 09/2017 | 12/2020 |
| Bank Of America, N.A. | Stillwater | MN | 01/2025 | 11/2025 |
| Wells Fargo Bank, Na | Woodbury | MN | 11/2025 | Present |
| Wells Fargo Clearing Services, Llc | Woodbury | MN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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