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4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-01-11 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minnetonka | MN | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Minnetonka | MN | 01/2013 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Minnetonka | MN | 11/2016 | 12/2017 |
| Lpl Financial, Llc | Minnetonka | MN | 01/2018 | 12/2021 |
| Marks Group Wealth Management, Inc | Minnetonka | MN | 12/2017 | Present |
1. 04/09/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:04/01/2016 - 1 hr/mo - 1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-22 |
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