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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 | 2026-04-02 |
Branch Locations
100 W Burnsville Pkwy, Burnsville, MN 55337 • 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 Bank, Na | Saint Paul | MN | 02/2013 | 08/2022 |
| Wells Fargo Advisors, Ll | Saint Paul | MN | 04/2016 | 11/2016 |
| Aquarius Age Llc | Hamlake | MN | 02/2015 | 12/2016 |
| Uber | Saint Paul | MN | 05/2015 | Present |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 11/2016 | 08/2022 |
| Bmo Harris Bank | Woodbury | MN | 09/2022 | 06/2023 |
| Lpl Financial Llc | Woodbury | MN | 09/2022 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Stillwater | MN | 10/2024 | Present |
| Wells Fargo Bank, Na | Stillwater | MN | 10/2024 | Present |
| All Affordable Auto Llc | Big Lake | MN | 10/2023 | Present |
| We Care Living Llc | Woodbury | MN | 10/2023 | Present |
All Affordable Auto LLC; not INV Related; Big Lake, MN; used car dealership; 100% owner; start date 10/01/2023; 4 hours per month; 0 hours during trading| We care living LLC; not INV Related; Woodbury, MN; home health care agency; 100% owner; start date 10/01/2023; 4 hour per month; 0 hours during trading | Real Estate Rental; INV Related; Maplewood, MN; 100% Owner; start date 09/01/2020; 1 hour per month; 0 hours during trading |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-01 |
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