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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
| MN | RA | APPROVED | 2026-03-03 |
Branch Locations
294 Grove Lane E Suite 240, Wayzata , MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Engineering | Long Lake | MN | 12/2017 | 05/2018 |
| Back Channel Brewing | Spring Park | MN | 05/2018 | 09/2019 |
| Great Waters Financial | Minneapolis | MN | 11/2018 | 03/2022 |
| University Of Minnesota | Minneapolis | MN | 09/2014 | 05/2018 |
| Ubs Financial Services | Wayzata | MN | 04/2022 | 03/2026 |
| Blake High School | St. Louis Park | MN | 11/2021 | Present |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 03/2026 | Present |
1. The Blake School, Hockey Coach, Coach high school hockey players, start date-11/17/2021, Minneapolis United States
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
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