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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-12-26 |
| WI | RA | APPROVED | 2023-12-19 |
| SD | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED_RES | 2021-10-20 |
| MN | RA | APPROVED | 2020-10-13 |
Branch Locations
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
219 Main St N, Stillwater, MN 55082 • United States
315 Lake St E, Wayzata, MN 55391 • United States
110 S Phillips Ave, Sioux Falls, SD 57104 • United States
51 Broadway N, Fargo, ND 58102 • United States
3508 Oakwood Mall Dr, Eau Claire, WI 54701 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Eden Prairie | MN | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Eden Prairie | MN | 06/2012 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Eden Prairie | MN | 11/2016 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 08/2020 | Present |
I*1806299, Entity Type, For Profit Name of OBA:InstaGlam LLC Address: Plymouth,Minnesota,55446Investment Related: no Position, Title, Association: Owner Employee Start Date:04/23/2024 No Hours: 3 weekly No Hours during trading: 0 Duties: marketing retail products online , mostly clothing and jewelry. I*: 2133298 Entity Type: For Profit Name of OBA: Cabi Address: Carson CA 90810 Investment Related: no Position, Title, Association: Fashion Stylist Employee Start Date: 11/18/2024 No Hours: 4 per month No Hours during trading: 0 Duties: Fashion Stylist, providing guidance on clothing selection and how to pair different outfit pieces on cabi clothing line. I*: 2930301 Entity Type: For Profit Name of OBA: HB Holding ventures LLC Address: Plymouth, MN 55446 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/15/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Managing bookings through the unit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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