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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 | 2025-05-02 |
| UT | RA | APPROVED | 2025-04-07 |
Branch Locations
8500 Normandale Lake Blvd Ste 1710, Bloomington, MN 55437 • United States
950 E Wayzata Blvd, 2Nd Fl [Support Center], Wayzata, MN 55391 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 09/2021 | Present |
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 08/2020 | 09/2021 |
| Sur La Table | Salt Lake City | UT | 11/2019 | 04/2020 |
| Last Course | West Valley City | UT | 10/2017 | 08/2018 |
| Main Event Catering | Lindon | UT | 01/2017 | 10/2017 |
| Alpine Country Club | Highland | UT | 05/2014 | 01/2017 |
| Unemployed | Salt Lake City | UT | 08/2018 | 11/2019 |
| Unemployed | Salt Lake City | UT | 04/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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