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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 | 2021-05-10 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
90 S 7Th St 10Th & 11Th Fls [Ge-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 | Minneapolis | MN | 11/2002 | Present |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 02/2021 | Present |
CHILDREN'S THREATRE COMPANY, INV RELATED, MINNEAPOLIS, MN, MEMBER OF THE BOARD OF DIRECTORS, START 7/1/2018, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING FINANCIALS, FUNDRAISING. NORTHWEST AREA FOUNDATION, INV RELATED, ST. PAUL, MN, INVESTMENT COMMITTEE MEMBER, START 2/1/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, ATTENDING MEETINGS, REVIEWING INVESTMENT POLICY STATEMENT, RESULTS, AND ACTIONS OF THE MONEY MANAGER. RENTAL PROPERTY, INV RELATED, KENMORE, WA, 100% OWNERSHIP, START 4/27/2015, 1 HOUR PER MONTH, ZERO DURING TRADING. CHILDREN'S THEATRE COMPANY; NOT INV RELATED; MINNEAPOLIS, MN; TREASURER; 07/2025; 2 HOURS PER MONTH; 0 DURING TRADING; CREATE THEATER EXPERIENCES THAT EDUCATE, CAHLLENGE, AND INSPIRE YOUNG PEOPLE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
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