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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-29 |
| MN | RA | APPROVED | 2024-07-01 |
Branch Locations
1420 London Road Suite 201, Duluth, MN 55805-2425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Duluth | MN | 10/2014 | 11/2018 |
| Wells Fargo Advisors, Llc | Duluth | MN | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Duluth | MN | 11/2016 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | MN | 11/2018 | 08/2019 |
| Chalk Couture | Duluth | MN | 09/2017 | 11/2018 |
| Bank Of America, N.A. | Duluth | MN | 12/2018 | 08/2019 |
| Redhawk Wealth Advisors, Inc. | Minneapolis | MN | 08/2019 | 07/2021 |
| Panichi Blair Wealth Advisors, Llc | Hermantown | MN | 08/2019 | 07/2024 |
| Raymond James Financial Services, Inc. | Hermantown | MN | 07/2021 | 07/2024 |
| Raymond James Financial Services Advisors, Inc. | Hermantown | MN | 07/2021 | 07/2024 |
| Panichi Blair Wealth Advisors | Hermantown | MN | 07/2021 | 07/2024 |
| Panichi Blair Olson Wealth Advisors | Hermantown | MN | 01/2024 | 07/2024 |
| Rbc Capital Markets, Llc | Duluth | MN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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